A retirement plan committee member may be a plan fiduciary and, consequently, held personally liable to the plan if he or she is granted or exercises discretion in the operation or administration of a retirement plan that is subject to the Employee Retirement Income Security…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…
…evaluation and assessment process that, when documented, can help mitigate fiduciary liability under the Employee Retirement Income Security Act (ERISA) of 1974. Importantly, the focus here is not whether a stable value fund is appropriate for a certain plan participant. Rather, it is to offer…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…
…included in defined contribution plans, such as 401(k) plans and amend ERISA (“Employee Retirement Income Security Act of 1974”) to clarify that private sector retirement plan sponsors may offer plans, including both pensions plans and 401(k) plans, that are prudently diversified across the full range…
Reporting plan compensation right is integral to plan success. Compensation is the basis for determining contribution allocations, compliance testing as well as employee status. It is also one of the top sources of plan errors that can have long term, expensive consequences. The start of…
SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements…
Designing an effective retirement plan that helps meet a plan sponsor’s objectives and improves employees’ financial wellness can be challenging, especially if certain plan design considerations are not taken into account….
…half of them offer a retirement plan to their employees. Attend this course to understand the important role small businesses play in helping U.S. workers save for retirement; see how a plan governance process may help reduce fiduciary liability; identify plan design elements that may…