INSIGHTS | What We Learned at the Definiti Academy
We’ve closed the books on the Retirement Academy – Class of 2022, and it was a great week full of helpful tips and things to know.
INSIGHTS | Understand the Cybersecurity Risk and Take Action
The retirement plan world is awash in data -- much of it confidential. Safeguarding and securing this information, whether it’s employee compensation, Social Security numbers or plan balances, is an ongoing responsibility for retirement plan sponsors.
INSIGHTS | Why Your Retirement Plan Should Offer a Roth 401(k)
Roth 401(k)s came into being in 2006, giving plan [...]
ERISA Connection: Proposed Regulations on Required Minimum Distributions
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
INSIGHTS | Worth Watching: SECURE Act 2.0 and RISE & SHINE Act of 2022
On March 29, 2022, the House overwhelmingly passed Securing [...]
INSIGHTS | Profit-Sharing Plans: A Missed Opportunity in Your Retirement Plan Lineup?
One type of DC plan that often gets overlooked is a profit-sharing plan. These plans can offer distinct advantages for employers and participants.
ERISA Connection: Cycle 3 Restatements + Interim Amendments
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
INSIGHTS | Are You Ready for the July 31 Plan Restatements Deadline?
Missing the plan restatement deadline can lead to hefty penalties [...]
INSIGHTS | What’s the Benefit of a 3(16) Administrator? Two Plan Sponsors Weigh In
There’s greater interest in 3(16) fiduciary services. Two plan sponsors share why they added a co-fiduciary for plan administration.
INSIGHTS | Retirement Plan Eligibility – What to Know, What to Avoid
If you don’t enroll employees when your plan document says [...]
