Employee Benefit Advisor – Spring 2022

On April 14, 2021, the Department of Labor (“DOL”) announced first-ever guidance for plan sponsors, plan fiduciaries, record keepers, and plan participants on best practices for maintaining cybersecurity. In this day and age of electronic storage, internet and cloud use, and…

Employee Benefit Advisor – Fall 2020

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act signed on March 27, 2020, contained several provisions related to eligible retirement plans. Some of the provisions are options such as the distribution and loan provisions while others are mandatory, namely the waiver of 2020 required minimum distributions…

Employee Benefit Advisor – Winter 2020

An increasing number of people are taking advantage of opportunities to earn extra income with side jobs or “gigs”. Do you have a Side Gig? If so, this blog post details what you should know about paying taxes in the expanding gig economy.

Employee Benefit Advisor – Fall 2019

Plan forfeitures must match plan document. It’s a routine matter for employees to forfeit retirement plan benefits. Even so, plan sponsors can’t afford to become…

Employee Benefit Advisor – Spring 2018

Active Vs. Passive Investment Funds: Should You Let Participants Decide? According to a report from Casey Quirk by Deloitte and McLagan, 72% of money invested into funds went…

Employee Benefit Advisor – Winter 2018

Change Can Be a Good Thing… with Planning Is your 401(k) working for you the owner group and your employee? If your 401(k) plan isn’t a good match for your…

Employee Benefit Advisor – Fall 2017

401(K) Cheat Sheet: Tips to Help You Save Too! Offering a 401(k) to your employees is a wonderful benefit. It doesn’t have to be expensive and can often be…

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