School of Employer Plans

The School of Employer Plans, presented by Meld University, conducts classes and publishes articles to help you in providing retirement benefits and financial wellness training to your employees.

Papers with the following text: ERISA – The Employee Retirement Income Security Act
New DOL E-Disclosure Rule Aimed at those not “Wired at Work”

School 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.

A paper report with CARES Act – Coronavirus Aid, Relief, and Economic Security Act written on it, with an open ink pen lying on top – indicating Partial Plan Termination Rules were clarified by the CARES Act.
CARES Act Update for Employers: Partial Plan Termination

School of Employer Plans

In our latest CARES Act update, learn about Partial Plan Termination and how it affects companies with vesting schedules.

Arched lines extending from a centralized spot to different areas of a city – indicating digital delivery
New Rules on Electronic Disclosures for ERISA Plans

School 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 – image of a document with a pair of glasses and the words ‘fiduciary duty’
Fiduciary Responsibilities of the Retirement Planning Committee

School of Employer Plans

Managing others’ retirement is a responsibility that shouldn’t be taken lightly. Following fiduciary standards protects all parties involved.

Binders with ‘retirement plan’ and ‘pension’ written on them on a messy desk.
How the SECURE Act Changes Retirement Benefit Options

School 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.

glasses on laptop - find missing participants in your retirement plans
Need to Find Missing Participants in Your Qualified Plan?

School of Employer Plans

As a cost cutting measure, starting September 1, 2012, the IRS discontinued processing requests to locate missing participants.