by Taylor Brown | Feb 28, 2012 | Uncategorized
At Your Service One of the most fundamental requirements in managing a qualified retirement plan is counting an employee’s length of service. It is the basis for determining such items as plan eligibility, entitlement to company contributions, vesting and even...
by Taylor Brown | Dec 30, 2011 | Uncategorized
Increasing 401(k) Plan Participation Cash or deferred retirement plans, more commonly referred to as 401(k) plans, have become the backbone of the private pension system in America. They long ago replaced employer-sponsored pension plans as the most common vehicle for...
by Taylor Brown | Oct 30, 2011 | Uncategorized
Participant Fee Disclosure Requirements for Individual Account Plans Last year the Department of Labor (DOL) issued final regulations requiring broad disclosures of fees, expenses and certain other plan and investment-related information to participants and...
by Taylor Brown | Aug 30, 2011 | Uncategorized
Should They Stay or Should They Go: Dealing with Terminated Participants Sooner or later, every retirement plan will have to deal with participants who have terminated employment but still have balances in the plan. In most circumstances, the plan document provides...
by Taylor Brown | Jun 30, 2011 | Uncategorized
Fiduciary Liability for Participant-Directed Plans It seems that every month there are new stories in the financial press about participants suing their employers for mismanagement of the company 401(k) plan. While most of these suits have been directed at larger...
by Taylor Brown | Apr 30, 2011 | Uncategorized
Don’t let the QDRO be Worse than the Marriage Very few employers have any desire to get caught in the middle of the divorce proceedings of their employees; however, when company retirement benefits become part of the negotiations, unsuspecting employers can be...
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