Listen to a replay of our Legal & Compliance Update on ESG Investing.
401(k) Plan Tax Credit Summary
Take Advantage of SECURE Act Changes Before it's too Late!
Should Fiduciaries Outsource Retirement Plan Investment Responsibility?
Defined Contribution Recordkeeper Consolidation Continues
Good News 401(k)... and More Good News
Webinar Replay - Financial Wellness
Addressing Employee Education Strategically
Safe Harbor Amendments
Employers have seen and continue to see changes in their current business environment. As they explore options to reduce costs, some may find themselves needing to reduce the employer contributions into their retirement plans. A popular 401(k) design option is the safe harbor 401(k) which requires either a non-elective employer contribution or an employer match.
Tips for Preventing Uncashed Retirement Checks
Use Plan Analytics to Evaluate Your Retirement Plan
Too Many Choices: How Many Investment Options Should You Offer?
Secure Act Summary
Four Ways to Increase Employee Retirement Contribution Participation
3(38) or 3(21): Which Fiduciary Service is Right for You?
Hey Joel - One of my current employees recently received a notice from Social Security saying that they might be entitled to a retirement benefit. Is it my responsibility to track this money down?
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney.
Hey Joel - One of my current employees recently received a notice from Social Security saying that they might be entitled to a retirement benefit. Is it my responsibility to track this money down?
Summer Homework for Fiduciaries
Anthem Settlement
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the “Settlement”). The Settlement received quite a bit of attention from both the industry and mainstream press for a number of reasons, not the least of which include the size of the 401(k) plan ($5.1 billion), the size of the monetary settlement ($23,650,000), as well as inclusion of somewhat unusual non-monetary terms. This article provides background regarding the underlying allegations, a description of the settlement, and what the terms of the settlement may mean from a practical perspective to plan fiduciaries.