Employee Benefits

Pooled Employer Plans
Assurance

Pooled Employer Plans: From the SECURE Act To Today

Pooled Employer Plans (PEPs) were created to expand access to retirement benefits by addressing some of the restrictions and perceived drawbacks of multiple employer plans (MEPs) while creating additional benefits for PEP participants, such as tax credits and the “one bad apple” rule.

Abandoned 401k
Advisory

The Great Resignation and Abandoned 401k Accounts

Abandoned 401k accounts aren’t just a potential issue for employees – they can lead to penalties and administrative challenges for employers too. How can plan sponsors limit the burden and risk?

2022 ERISA Update
Assurance

2022 ERISA Update & Outlook

To help plan sponsors navigate the challenging road ahead, this 2022 ERISA Update focuses on four themes that plan sponsors should be keeping a close eye on this year.

ESOPs Construction
Construction

ESOPs in Construction Industry Gain Traction

Utilizing Employee Stock Ownership Plans or ESOPs in construction companies that thrive on reputation, legacy and employee morale can be a beneficial recruiting and succession planning strategy.

NQDC Plan
Employee Benefits

Navigating the Complexities of an NQDC Plan

Companies considering a nonqualified deferred compensation or NQDC plan as a recruiting and retention tool should understand the unique compliance requirements and other complexities of these plans.

CARES Act Loan Errors
COVID-19

Correcting Retirement Plan CARES Act Loan Errors

Plan sponsors should work with service providers to ensure that CARES Act loans errors as a result of provisions in the Act expiring are crorrected, or take advantage of federal self-correcting programs.

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