In this age of relying heavily on technology, it is vital to take the necessary cybersecurity precautions. You want to make sure all sensitive information is highly protected. This article showcases some tips and tricks for plan sponsors.
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Cyber Security Issues for Plan Sponsors
Annual Plan Audit: An Auditor’s Perspective
Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be required to conduct a benefit plan audit including financial statements attached to the Form 5500 (the one exception is the *80-120 rule.) The audit is intended to confirm the plan is operating within the guidelines of the plan documents and follows specific Department of Labor and IRS regulations.
Cybersecurity – Berman v. Estee Lauder, Inc: Who is Responsible When Cyber Theft Occurs
Webinar Replay - SECURE Act, the Retirement Security & Savings Act & ERISA Cyber Security
Summer Homework for Participants
Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan! Protect your loved ones and ensure you are keeping up to date with your retirement plan with our summer homework assignments!