Do we need a retirement plan committee? If your plan requires an independent audit, you definitely should have a retirement plan committee in place and meet regularly. Your auditor is likely to request committee meeting minutes as part of their audit. Smaller plans are moving to adopt this best practice, as it creates proof
The majority of people make some type of healthy New Year’s resolution. More often than not, these resolutions are quite lofty. We tell ourselves that this is going to be the year we become a morning person and run five miles before work, adopt a strict vegan food plan or eliminate every grain of sugar
“Tis the season to be jolly!” That’s what they say, right? The holiday season is upon us and with that usually comes the fun of holiday parties, shopping, family gatherings, traveling … oh, and don’t forget the elevated heart rate. All of the expectations and obligations of this time of year (not to mention year-end
66% of retirement plans work with a retirement plan consultant or advisor, according to 2017 PLANSPONSOR Defined Contribution survey. This number has steadily grown the past few years. The top 3 reasons[1] plan sponsors say they hired an advisor are: #1 Want to better understand how well my plan is working for my employees and
