Many plan sponsors believe they are “covered” for lost participants, missing beneficiaries, and uncashed checks through their plan intermediaries. Join us to explore your responsibilities and fulfill your fiduciary duties to participants and beneficiaries. Click Here to Register!
Federal legislation currently under consideration in Congress seeks to bolster protections for owners of securities, digital assets, and investment accounts that are not subject to ERISA. The Safeguarding Americans’ Fairly Earned Retirement Act of 2026 Read more
For many pension plans, annual proof-of-life campaigns are more important than ever under SECURE 2.0. While recovering overpayments has become less burdensome, the financial risk of undetected overpayments remains significant. In today’s environment of increasing Read more
With the end of the calendar year rapidly approaching, retirement plan sponsors with calendar plan years must prepare for important annual tasks. The upcoming timeline includes: December 31: the plan year wraps up. The year-end Read more