Curated Content Library

No one is coming to save plan sponsors from the scary problem of missing participants, but steps can be taken to minimize the incidence

These two key developments could dramatically improve the outlook for retirement accounts with small balances.

The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.

What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Five administrative policies every 401(k) plan needs 

3 actionable steps to keep compliance in check and keep track of employees in your retirement plan. 

401(k) auto portability has the potential to reduce fiduciary liability for plan sponsors. 

Account consolidation and auto-portability may be the key to lowering cybersecurity risks within 401(k) plans. Appealing to common sense, Ingalls notes that “fraud starts small” and that consolidation of small balance 401(k) accounts achieved v...

Missing participants red flags, best practices and action steps for plan sponsors.