Your search for resulted in 36 hits
Missing Participants? Search Efforts Are a Fiduciary Dutyhttps://www.usicg.com/publications/insights-articles/compliance-legal/missing-participants-search-efforts-are-a-fiduciary-duty/12/20/2021 11:55:24 PM
Updated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.
Window of Savings Opportunities with Backdoor Roth IRAshttps://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PM
What is a mega backdoor Roth IRA? What is the limit to a backdoor Roth IRA? Is it worth it? Can I do a backdoor Roth every year?
An Employer’s Guide to Annual Retirement Plan Compliance Requirementshttps://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PM
Do you have a retirement plan compliance checklist? If you don’t think your organization needs one this year, think again. Legislative and regulatory changes, as well as organizational changes, can
Scared vs. Prepared: Conducting an Operational Compliance Reviewhttps://www.usicg.com/publications/insights-articles/compliance-legal/scared-vs-prepared-conducting-an-operational-compliance-review/12/20/2021 11:55:24 PM
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
Cycle 3 Plan Restatement Deadline is Closer than You Thinkhttps://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 PM
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.
Don’t Overlook the Need for a Fiduciary Oversight Reviewhttps://www.usicg.com/publications/insights-articles/investments/dont-overlook-the-need-for-a-fiduciary-oversight-review/12/20/2021 11:55:24 PM
The “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.
Mkt Volatility and Plan Termination Planninghttps://www.usicg.com/publications/insights-articles/defined-benefit-pension/Mkt-Volatility-and-Plan-Termination-Planning/12/20/2021 11:55:24 PM
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
Many Employees Choose to Leave Money in Their Plan After Retirementhttps://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 PM
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
Employers Now Jumping Through Hoops to Acquire D&O Insurancehttps://www.usicg.com/publications/insights-articles/defined-contribution-401k/employers-now-jumping-through-hoops-to-acquire-do-insurance/12/20/2021 11:55:24 PM
Excessive fee lawsuits in recent years have pushed insurance carriers to be wary of issuing fiduciary liability insurance coverage to employers.
Reduce Future Volatility: Lock in Funded Status Gainshttps://www.usicg.com/publications/insights-articles/defined-benefit-pension/reduce-future-volatility-lock-in-funded-status-gains/12/20/2021 11:55:24 PM
Take advantage of current market conditions, which are incredibly favorable for any de-risking activity related to the recent increase in rates. Pension plan sponsors can benefit from an integrated