Jun 20, 2017 | Legislative, Retirement Plans
On June 9, 2017, the Department of Labor’s Fiduciary Rule went into effect. The rule, also known as the Conflict of Interest Rule, expands the fiduciary definition under the Employee Retirement Income Security Act of 1974 (ERISA). In the simplest terms, the DOL...
Feb 6, 2017 | Legislative, Retirement Plans
The future of the Department of Labor’s Fiduciary Rule is in limbo following a memorandum released last Friday by President Trump. While a draft memo released earlier in the day delayed the implementation date by 180 days, the final memo did not contain such...
Jun 3, 2016 | Benefits, Retirement Plans
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...
Aug 11, 2015 | Benefits, Retirement Plans
It is no secret that health care is a top concern for employers and employees, as legislative reform and rising costs are challenging company resources and limiting employers ability to offer the type of benefit packages that have become the standard. With limited...
Jun 3, 2015 | Benefits, Retirement Plans
The Aegon Retirement Readiness Survey for 2015, titled Inspiring a World of Habitual Savers, just came out and showed that habitual savers are more prepared than those that save periodically. While this may not come as a surprise to many, the survey highlights just...
