Curated Content Library - Plan Sponsor Consultants

RSS

Sort by: Publisher Date Title

Publisher: 401(k) Specialist
Author: Thomas Hawkins

No One is Coming to Save You From Missing Participants

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

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

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

Tags: fiduciary responsibility, missing participants

5 1
Publisher: 401(k) Specialist
Author: Thomas Hawkins

Why the Future is Now Brighter for Small-Balance Retirement Accounts

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

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

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

Tags: participant behavior, missing participants

5 1
Publisher: 401(k) Specialist
Author: Thomas Hawkins

Dialing Up the Intensity of Missing Participant Searches - 401(k) Specialist

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.

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.
Read More

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.
Read More

Tags: plan administration, missing participants

5 1
Publisher: PLANSPONSOR
Author: No Author

Are Retirement Plan Sponsors Still Required to File Form 8955-SSA? | PLANSPONSOR

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.

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.
Read More

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.
Read More

Tags: irs, missing participants

5 1
Publisher: Foley & Lardner
Author: No Author

401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP

Five administrative policies every 401(k) plan needs

Five administrative policies every 401(k) plan needs
Read More

Five administrative policies every 401(k) plan needs
Read More

Tags: investment options, loans, cybersecurity, plan administration, missing participants, 401k, compliance

5 1
Publisher: Foley & Lardner
Author: No Author

401(k) Compliance Check #5: Keeping 401(k) Participants Out of the Lost and Found Box

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

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

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

Tags: missing participants, compliance

5 1
Publisher: 401k Plan Optimization, Compliance, Investment & Partners
Author: No Author

401(k) Auto Portability Can Improve Outcomes

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

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

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

Tags: participant outcomes, fiduciary responsibility, missing participants, portability

5 1
Publisher: Retirement Clearinghouse
Author: Ricki Ingalls

Consolidation is Vital to Reducing 401(k) Cybersecurity Risk

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...

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...
Read More

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...
Read More

Tags: automatic features, cybersecurity, missing participants, portability

5 1
Publisher: Trucker Huss
Author: No Author

Missing Participants: The Search Continues

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

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

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

Tags: fiduciary responsibility, missing participants, best practices

5 1