The Electronic Disclosure Safe Harbor for Retirement Plans effective July 27, 2020, allows for retirement plan administrators to furnish covered documents to covered individuals, a move towards an environmentally friendly, more efficient, and cost-effective 401(k) disclosure process.
What’s on the ERISA agenda for 2021? Here are 5 important changes that plan sponsors should be paying attention to.
Reviewing retirement plan documents at least once a year helps to keep your plan performing at its peak. Here’s why it’s important to review and update plan documents and how we can help you avoid common mistakes and pitfalls.
Offering a 401(k) can provide employers an opportunity to save on taxes and help employees save for the future. Here are four ways a 401(k) plan can help employers and employees save for retirement.
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