Axia Blog

How Long Should Retirement Plan Records Be Retained?

Maintaining an employer-sponsored retirement plan can be an onerous task. With Basic Plan Documents, interim amendments, required restatements, Summary Plan Descriptions, enrollment and beneficiary forms, and federal forms it’s easy to see just how much paper a Human Resources department can accumulate in short order. Before you go off and shred some of those old documents in an effort to clean up your fiduciary file, you should know that the Employee Retirement Income Security Act (ERISA) has specific requirements for the retention of records relating to employee benefit plans.

read more

Saving For Retirement and Eating Vegetables Have More In Common than Previously Thought

When we were children, none of us wanted to eat our vegetables. We were told the benefits of eating them, but the constant begging from our parents produced little results. As we fast forward to adulthood, we’ve found that not only do we eat our vegetables, we actually like them. We know the health benefits – reduction in blood pressure, less risk of cancer, stroke and diabetes – and now we also enjoy eating a salad. Imagine something we hated as a child that we now love eating every day for lunch (as long as there’s plenty of dressing).

read more

New Issue of Perspectives

A few times a year, Axia sits down with an expert in the retirement field to discuss trends, research, and other findings important to retirement plans. Our goal is to showcase thought leadership that we believe will change the industry. Our second issue features...

read more

Blog Categories

Follow our Blog

Find Our Office

20 East 91st Street, #202
Indianapolis, IN 46240

Talk To Us

Call us toll free
888-609-2942

Local: 317-630-2800

Stay Connected

Sign up for our newsletter & find out what’s new with Axia.