Financial Plan
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Best Practices for Your Plan Fiduciary
- April 23, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Governing a qualified retirement plan requires the plan fiduciaries to be able to understand and apply complex regulations found in the Internal Revenue Code and ERISA. We’re looking at a guide that you can use to be sure your plan fiduciary is following best practices while governing your plan.
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Locating Missing Plan Participants
- April 9, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Not documenting and attempting to follow the guidelines for the distribution of the following notices and disclosures can create an operational and fiduciary breach of duty by the named plan administrator, the plan sponsor.
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Priorities to Define a 401(k) Standard of Excellence in 2018
- March 29, 2018
- Posted by: Jeff Atwell
- Category: Financial Plan
Plan Sponsors should strive to set a standard of excellence for participants. Review these 9 factors to ensure you set the bar high for 2018.