DOL Audits happen, are you prepared? By taking proactive measures, conducting due diligence and documenting your plan actions, you can help position your 401(k) plan to pass an audit. To…
If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed 1,122 civil investigations with 754 (67%), resulting…
The value-driven workplace and its implications for retirement plans Your workplace may be evolving in many facets, from remote options to new generations coming into the workforce. These changes reflect…
Today’s workforce spans a variety of abilities, skills, experiences and cultural backgrounds that bring exceptional value. It is beneficial to understand and recognize these differences to achieve exceptional results. This…
With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which…
