Retirement Plan Sponsor Resources

 

On Demand Video Library

Plan Sponsors are expected to operate in a highly regulated and complex fiduciary environment.  To aid our plan sponsors to stay informed, we provide the following “on demand” video resources on a variety of important topics as it relates to a corporate retirement plan.

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Savings Rates Drop in the U.S.

Here is a great article from Javier Simon at Plan Sponsor that hits on the fact that Americans aren't saving enough for retirement. This is why we take the time to sit down with every employee individually, getting a full understanding of what their financial picture...

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Feeling Financially Well

Here’s a great article from our friends Plan Sponsor. By Rebecca Moore editors@plansponsor.com | March 2017 For defined contribution (DC) plan sponsors to offer overall financial wellness programs to their employees is a growing trend. I asked NewsDash readers,...

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Being a Plan Sponsor is all about the Process

Shared with permission from author, Ary Rosenbaum. Imagine a diet where it doesn’t matter how much weight you lost. Imagine a golf game that wasn’t about your score. Imagine about a job and not how much money you make. Being a plan sponsor isn’t about a specific...

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Considering a Safe Harbor Retirement Plan

(The following article is courtesy of Retirement Plan Advisory Group's Retirement Times newsletter.) It may be advantageous for a plan sponsor to consider adopting a safe harbor design for their retirement plan. Adopting a safe harbor retirement plan design permits an...

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IRS/DOL Plan Error Self-Correction Programs

(The following article is courtesy of Retirement Plan Advisory Group's Retirement Times newsletter.) In the event that a plan discovers a practice breach based on IRS or DOL regulations, they may be well advised to attempt to apply for one of the self-correction...

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Are You Ready for an Audit?

(The following article is courtesy of Retirement Plan Advisory Group's Retirement Times newsletter.) Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of the Form 5500. Often times an audit is a...

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