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Best Practices for Year-End Preparation

Best Practices for Year-End Preparation

It is hard to believe, but the end of the year is rapidly approaching! To avoid costly errors that can…

IRS Launches Pre-Audit Correction Program

IRS Launches Pre-Audit Correction Program

Great news for plan sponsors! Effective June 2022, the IRS  is launching a pilot program that will allow plan sponsors…

Understanding the Share Class Alphabet Soup

Understanding the Share Class Alphabet Soup

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund…

House Passes and Senate Debates SECURE 2.0

House Passes and Senate Debates SECURE 2.0

On May 26th, the Senate Health, Education, Labor and Pension (HELP) Committee circulated a discussion draft  of the RISE and SHINE…

A Guide for Employers Dealing with Missing Participants

A Guide for Employers Dealing with Missing Participants

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution….

DOL Chimes in on Cryptocurrency

DOL Chimes in on Cryptocurrency

On March 10, the DOL issued Compliance Assistance Release No. 2022-01 expressing skepticism about the prudence of offering cryptocurrency investment…