Posts tagged ‘Retirement Plan Disclosure’

Plan Sponsors: Have You Thought About Branching Out in Your Employee Communications?



“How do you keep it all straight?” I get this question frequently as I have three very busy kids: in addition to school activities, two play soccer, two play softball, two take dance lessons, and one plays baseball. We used to print off multiple calendars to keep track of who needed to be…

Read more

408(b)(2): The Never Ending Story, or Area of Opportunity?



For some financial professionals, changes to Section 408(b)(2) of ERISA may have seemed like a one and done effort—or even something someone else had to worry about. But, the story doesn’t end there. The Department of Labor (DOL) has already added a question to their audit checklist asking plan…

Read more