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Ideas & Insights

 






Insight Article

What is a new comparability plan?

A new comparability plan is a qualified defined contribution profit-sharing plan that’s age weighted and common among small businesses.

  • Chiodo, Mary
  • |

Insight Article

What is retirement plan benchmarking?

Learn about the importance of regularly benchmarking your company’s 401(k) plan and what steps you should take.

  • Mattia, Joe
  • |


Insight Article

Retirement Report: Second Quarter 2019

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.


Article

Retirement Report: First Quarter 2019

In this issue, we discuss Form 550 red flags, plus why collective investment trusts are a growing investment vehicle within 401(k) plans.


Insight Article

Retirement Report: Fourth Quarter 2018

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.




Newsletter

Retirement Report: Third Quarter 2018

In this issue, we discuss how to prepare for an IRS audit, required fiduciary education, and tips for preventing uncashed retirement checks.


Recorded Webcast

Retirement plan self-checkup

Insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.

  • Carroll, Eric
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Video

Indemnify fiduciaries

This video clip examines the personal liability retirement plan fiduciaries assume and why plan sponsors should indemnify them.


Video

Conduct fiduciary education

This video clip examines the importance of fiduciary education and resources that can be utilized for training and education programs.