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Publisher: The National Law Review
Author: No AuthorNew Form 5500 Rules Permit More Plans to Qualify for Audit Exemption
Does your 401(k) plan have around 100 active account balances? If so, the new audit rules could help you avoid a large plan audit.ÂDoes your 401(k) plan have around 100 active account balances? If so, the new audit rules could help you avoid a large plan audit.ÂTags: 5500-formplan-audit2023
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Publisher: The National Law Review
Author: No AuthorDOL Release Warns About Cryptocurrency in 401(K) Plans
EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.Tags: 2022cryptocurrencydepartment-of-labor
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Publisher: The National Law Review
Author: No AuthorHughes v. Northwestern University: Lessons for Retirement Committees and Other Fiduciaries
Important lessons from recent ERISA lawsuit. Retirement committee members and other fiduciaries should implement these 3 best practices.Important lessons from recent ERISA lawsuit. Retirement committee members and other fiduciaries should implement these 3 best practices.Tags: best-practiceserisalawsuitsfiduciary
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Publisher: The Wagner Law Group
Author: No AuthorDepartment of Labor Issues Cybersecurity Guidance
A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.Tags:
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorWho’s Liable When a Plan Participant is a Victim of Identity Theft
Who is on the hook if an employee’s identity or retirement savings is stolen?Who is on the hook if an employee’s identity or retirement savings is stolen?Tags:
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorPay for Performance 2022: From Disclosure to Execution … to Retention
Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.Tags:
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorAre Brokerage Windows an Effective Way of Limiting Fiduciary Risk After Hughes v. Northwestern?
In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...Tags:
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorPrepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees
Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.Tags:
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Publisher: TIAA
Author: No AuthorTIAA 2022 Financial Wellness Survey
59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.Tags: 2022surveyfinancial-wellness
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Publisher: Troutman Pepper - Cybersecurity Security Best Practices for Retirement Plan Administration
Author: No AuthorCybersecurity Security Best Practices for Retirement Plan Administration
On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...Tags: cybersecuritybest-practices
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Publisher: Trucker Huss
Author: No AuthorMissing 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.Tags:
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Publisher: U.S. Securities & Exchange Commission
Author: No AuthorSpotlight on Enforcement Task Force Focused on Climate and ESG Issues
The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing.ÂThe SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing.ÂTags: esginvestment-options
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Publisher: USA TODAY
Author: No AuthorHow does the U.S. retirement system stack up against other countries? Just above average.
U.S. retirement gets a C+ in a global study. See which countries topped the list and which faltered.U.S. retirement gets a C+ in a global study. See which countries topped the list and which faltered.Tags:
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Publisher: Wagner Law Group
Author: The Wagner Law GroupThe DOL’s New Cybersecurity Audits and Informal Guidance
Law alert about cybersecurity and ERISA plans.Law alert about cybersecurity and ERISA plans.Tags:
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Publisher: Wall Street Journal
Author: No AuthorHow to Get a 401(k) Match for Your Student Loan Payments
Rule changes mean paying down your student loans could soon help boost your retirement account.Rule changes mean paying down your student loans could soon help boost your retirement account.Tags: student-loanadditional-benefitsecure-20
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Publisher: Yahoo Finance
Author: No AuthorThe five biggest things that confuse Americans about retirement
Many have no idea how much they should save or how to invest whatever money they sock away.Many have no idea how much they should save or how to invest whatever money they sock away.Tags:
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