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No one likes being audited by the Internal Revenue Service (IRS) or Department of Labor (DOL), but all qualified retirement plans (defined benefit and defined contribution) may be selected for an

Failing to adopt a Cycle 3 restatement plan document by the deadline could result in IRS-imposed penalties and may also jeopardize your plan’s tax-qualified status.

The “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

Your pension plan’s improved funding status is now face-to-face with market volatility, geopolitical uncertainty and hints of a recession. If you are contemplating pension plan termination now or

Retirement plans can evolve today to meet the needs of employees who wish to roll over — or not roll over — their assets. Research shows many workers are interested in keeping retirement savings in

Excessive fee lawsuits in recent years have pushed insurance carriers to be wary of issuing fiduciary liability insurance coverage to employers.

Entering into the third year of the COVID-19 pandemic, the lives of workers across the country have been disrupted in a number of ways. Employers have taken measures to reduce costs, including making

Most U.S. workers are not comfortable admitting they need help with their finances. Day after day, financial stresses can take a toll on physical and mental health. According to the American

The Department of Labor and plan sponsors are focusing more on missing participants in retirement plans. Searching for these accounts matters.

RMDs or distributions beyond a plan participant’s normal retirement age can be a complex topic to discuss as well as correctly calculate for defined benefit plans