How can you reduce your fiduciary liability, protect yourself and your participants? Here are four straightforward actions to take to help reduce plan litigation.

Help your employees beat the winter blues with this mental, physical and financial guide to wellness! Share this infographic with your employees

Retirement plan committees wear many hats, including reviewing plan performance, investments and fees annually to ensure the plan is on track toward achieving key goals. Here is key information your committee should review every year.

As a fiduciary, one of the important areas of compliance involves the many documents that are part of your plan administration. Here is our “just the basics” Annual Retirement Plan Checklist for fiduciaries.

Mail or email? Learn about the new Department of Labor’s e-disclosure safe harbor rule and how employers might “think green” by transitioning to fully electronic delivery of 401(k) plan disclosure materials.

What’s on the ERISA agenda for 2021? Here are 5 important changes that plan sponsors should be paying attention to.

What does fiduciary plan governance look like in 2021? Here’s our Q1 update for plan sponsors and business owners

To help you stay ahead of the curve with important deadlines and filings, please find attached our complementary 2021 Compliance Calendar.

Market downturns are a part of any investing life cycle. Here’s how to help encourage your participants to stay the course while times are challenging.