Your search for resulted in 36 hits
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Missing Participants? Search Efforts Are a Fiduciary Duty
https://www.usicg.com/publications/insights-articles/compliance-legal/missing-participants-search-efforts-are-a-fiduciary-duty/12/20/2021 11:55:24 PMUpdated 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.
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Window of Savings Opportunities with Backdoor Roth IRAs
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PMWhat 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?
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An Employer’s Guide to Annual Retirement Plan Compliance Requirements
https://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PMDo 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
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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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Reduce Future Volatility: Lock in Funded Status Gains
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/reduce-future-volatility-lock-in-funded-status-gains/12/20/2021 11:55:24 PMTake 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