News & Insights

2021 Legislative Changes Plan Sponsors Need to Know

Facebook Twitter LinkedIn Email

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 […]

READ MORE

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

Facebook Twitter LinkedIn Email

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 […]

READ MORE

Defined Contribution Plans Mandatory Lifetime Income Disclosures

Facebook Twitter LinkedIn Email

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, […]

READ MORE

Form 5500 and How to Avoid Three Common Mistakes

Facebook Twitter LinkedIn Email

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, […]

READ MORE

How KPI’s and Data Can Strengthen Your Employee Benefit Plan

Facebook Twitter LinkedIn Email

As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that […]

READ MORE

Recent Posts