Ashley Crawford, CFP®
New DOL E-Disclosure Rule Aimed at those not “Wired at Work”
October 13, 2020School of Employer Plans
A new e-disclosure safe harbor was published by the DOL in May. Retirement plans now assume e-disclosure distribution for all participants.
CARES Act Update for Employers: Partial Plan Termination
October 1, 2020School of Employer Plans
In our latest CARES Act update, learn about Partial Plan Termination and how it affects companies with vesting schedules.
New Rules on Electronic Disclosures for ERISA Plans
June 17, 2020School of Employer Plans
The DOL published final regulations that updated the electronic distribution of communications requirements for employee benefit plans covered by ERISA.
Fiduciary Responsibilities of the Retirement Planning Committee
February 14, 2020School of Employer Plans
Managing others’ retirement is a responsibility that shouldn’t be taken lightly. Following fiduciary standards protects all parties involved.
How the SECURE Act Changes Retirement Benefit Options
February 10, 2020School of Employer Plans
Congress believes Americans aren’t saving enough for retirement. The recently passed SECURE Act takes aim at several issues impacting the retirement system.
Need to Find Missing Participants in Your Qualified Plan?
February 1, 2016School of Employer Plans
As a cost cutting measure, starting September 1, 2012, the IRS discontinued processing requests to locate missing participants.