Fidelity Bond Requirements
If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a...
Video: 4 Actions to Help Reduce Retirement Plan Litigation
Your company retirement plan should be a valued benefit, not an open door for lawsuits! How can you reduce your fiduciary liability,...
Annual Tax Savers Credit [Participant Infographic]
Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! Your employees may be able to take a tax credit for...
Three Pillars of Wellnes
As the seasons change, employees may need a check-up from their employers to make sure they are in good health! Wellness and self-care...
2021 COVID Relief Bill
The COVID Relief Bill provides insights on how employers and business owners can receive assistance with: Payroll Protection Program...
The Importance of a Retirement Plan Committee & Annual Reviews
Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them...