Your search for resulted in 33 hits
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Scared vs. Prepared: Conducting an Operational Compliance Review
https://www.usicg.com/publications/insights-articles/compliance-legal/scared-vs-prepared-conducting-an-operational-compliance-review/12/20/2021 11:55:24 PMNo 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
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Cycle 3 Plan Restatement Deadline is Closer than You Think
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/cycle-3-plan-restatement-deadline-is-closer-than-you-think/12/20/2021 11:55:24 PMFailing 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.
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Don’t Overlook the Need for a Fiduciary Oversight Review
https://www.usicg.com/publications/insights-articles/investments/dont-overlook-the-need-for-a-fiduciary-oversight-review/12/20/2021 11:55:24 PMThe “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.
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Mkt Volatility and Plan Termination Planning
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/Mkt-Volatility-and-Plan-Termination-Planning/12/20/2021 11:55:24 PMYour 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
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Many Employees Choose to Leave Money in Their Plan After Retirement
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/many-employees-choose-to-leave-money-in-their-plan-after-retirement/12/20/2021 11:55:24 PMRetirement 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
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Employers Now Jumping Through Hoops to Acquire D&O Insurance
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/employers-now-jumping-through-hoops-to-acquire-do-insurance/12/20/2021 11:55:24 PMExcessive fee lawsuits in recent years have pushed insurance carriers to be wary of issuing fiduciary liability insurance coverage to employers.
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It’s Time to Tend to Your Employees’ Financial Health
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/its-time-to-tend-to-your-employees-financial-health/12/20/2021 11:55:24 PMEntering 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
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Tend to Your Employees’ Financial Health
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/tend-to-your-employees-financial-health/12/20/2021 11:55:24 PMMost 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
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Are You Looking for Missing Participants?
https://www.usicg.com/publications/insights-articles/compliance-legal/are-you-looking-for-missing-participants/12/20/2021 11:55:24 PMThe Department of Labor and plan sponsors are focusing more on missing participants in retirement plans. Searching for these accounts matters.
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Distributions After Normal Retirement Age in Defined Benefit Plans—Are You Getting It Right?
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/distributions-after-normal-retirement-age-in-defined-benefit-plans-are-you-getting-it-right/12/20/2021 11:55:24 PMRMDs 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