Prior to 2010, there wasn’t a lot of regulation in 403(b) plans. In many instances, Plans didn’t even have a written plan document. It was also common practice for plans to Continue reading
Considering the current state of the economy and the new and complex regulations, I was pleasantly surprised to read some interesting survey results that indicate the 403(b) retirement plan system appears Continue reading
Making sound investment-related decisions for an employee benefit plan is an essential part of fiduciary duty. A good investment policy provides a roadmap for a fiduciary agent of where the plan Continue reading
Plan sponsors have a fiduciary responsibility to manage the investment options offered to participants. ERISA requires that these investments be monitored on an ongoing basis for appropriate use and continued prudence. Continue reading
Compensation is key for 401(k)’s and other employee benefit plans. In many plans employees make contributions based on a percentage of their compensation. Other times, employer matching or profit sharing uses Continue reading
Finding information on employee benefit plans can be difficult and time consuming. As a service to our clients, and other interested parties who are involved in or in need of employee benefit services, we'll gather all of the information for you. We'll keep you up-to-date on the latest laws and regulations and we will even add our own personal insight into what else is occurring in the employee benefits world. We will provide these posts weekly and hope to get your input and feedback on the various topics. We will also share that feedback with others, as we find appropriate.
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