End of the Year Checklist & iWork: The Next-Gen Workforce December 2017 Newsletter End of the Year Checklist Data Notices and Deadlines iWork: The Next-Gen Workforce 2018 IRS Annual Limits Continue reading
Fiduciary Rule Round Up – Houston, We Have A Problem September 2017 Newsletter Fiduciary Rule Round Up Who is subject to the new rule? Does the new rule only apply to investments in our retirement plan? If this is about protection, what’s the downside? What Plan Sponsors Need to Know Technically Speaking Don’t Get Ahead of Yourself Quite Yet… Houston, We Have a Problem… Continue reading
Benefit Communications in an Electronic World April 2017 Newsletter Common Participant Communications Acceptable via Electronic Delivery Acceptable Methods of E-Delivery and their Requirements Participant Consent The Benefits of Electronic Delivery Accessibility Financial and Environmental Benefits Security and Recordkeeping Conclusion Continue reading
Dealing with Uncashed Distribution Checks and Missing Participants February 2017 Newsletter Introduction Uncashed Checks are Plan Assets What Should Plan Sponsors Do? Searching for Missing Participants Required Steps Reasonable Additional Steps What are the Options if the Participant Cannot be Found? Return Funds to the Plan Forfeit the Account Balance Roll Over Assets to an IRA Withholding 100% of the Participant’s Account Balance is not an Option Preventive Action Tips Conclusion Continue reading
