News & Insights

2022 Deadlines and Important Dates for Plan Sponsors

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Sponsors of defined benefit and defined contribution plans should keep the following deadlines and other important dates in mind as they work toward ensuring compliance for their plans in 2022. […]

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2021 Legislative Changes Plan Sponsors Need to Know

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It seems like yesterday. The cliché is certainly true for 2021, not that long ago that we were preparing for the year 2021 and anticipating changes that were going to […]

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Training Your Team to Manage the Complexities of New Federal Funding Usage

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The increase in federal funding allocated to governmental entities has delivered much-needed financial support over the last year. While these funds were essential in assisting local governments in responding to […]

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Defined Contribution Plans Mandatory Lifetime Income Disclosures

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With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019, […]

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Form 5500 and How to Avoid Three Common Mistakes

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For businesses with retirement plans it is crucial to understand Form 5500. The form reports on a significant amount of information about the plan. Form 5500 details the financial, actuarial, […]

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