Blog

Vesting in NQDC Plans

Vesting is not the same as in a 401(k) plan. It is one leg of the availability of benefits.

Read More
Timing Plan Design Changes

We are often asked about changing the retirement plan design. Perhaps it is to let people into the plan earlier, or change a particular formula or insert a feature for participants to borrow from their accounts.

Read More
Unbundling Services

We are concerned about your fiduciary duty, keeping the plan compliant with the testing and reporting

Read More
2017 Maximums Announced

Each year, around this time, the government agencies report the increase in various plan-related amounts.

Read More
Enhancing Plan Design

Periodically, it is good idea to take a step back from the retirement plan and evaluate the design.

Read More
Experience Matters

Our experience gives plan sponsors and advisors the chance to ask questions to a team that knows the answers and has dealt with many different scenarios.

Read More
ESOP Excitement

ESOPS are not one-size-fits all but they are quite flexible and maybe this could be included as an exit strategy to consider.

Read More
Fiduciaries Held Personally Liable

If you are a plan fiduciary, you may be held personally liable for your actions or your co-fiduciaries’ actions (or inactions).

Read More
Read Your SPD

The Summary Plan Description is supposed to be an easier to read document describing benefits, rights and features of the plan document.

Read More