MY EBPlan Auditor

07/22/2022

Have you found that personalized 401(k) plans are gaining popularity among plan sponsors? You are not alone. Here is a recent survey. http://ow.ly/PyHy50JGNIy

07/19/2022

Bracing for Impact: Findings released on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs). http://ow.ly/I7gK50JGNx1

Latest findings from Schwab’s Q1 2022 SDBA Indicators Report show decreases in average account balances due to recent market volatility

07/15/2022

New study examines the changing definition of retirement. Plus, a fresh look at the three decades of life after work that many will have. Is your plan ready? http://ow.ly/FNFB50JGNlK

A new study examines the changing definition of retirement and takes a fresh look at the three decades of life after work that many will have.

07/12/2022

Survey says, having dedicated financial advisers to help with investment oversight brings added peace of mind? Do you agree? http://ow.ly/YIgg50JGN4f

07/08/2022

The RISE and SHINE Act builds on SECURE 2.0, with some key differences.Find out what's included and excluded from the list. http://ow.ly/SqV050JGMUJ

07/05/2022

How could SECURE 2.0 affect your savings plans? http://ow.ly/YQf750JGMIU

07/01/2022

What should you consider when selecting a retirement plan provider? http://ow.ly/WQZW50JGMxX

06/28/2022

Introducing the New Pre-Audit Compliance Pilot Program - Under this program, the IRS will send a letter to plan sponsors when their retirement plans are selected for an upcoming audit. Plan sponsors will have 90 days to identify any documentary or operational compliance failures. Learn more. http://ow.ly/Pf4G50JGMn5

Plan sponsors may receive a letter inviting them to participate in a pre-audit compliance pilot program.

06/24/2022

Have You Recently Checked Your 401(k) Plan’s Definition of Compensation for Deferral and Match Purposes? Here's why you should. http://ow.ly/TnYm50JGMfR

In this month’s 401(k) Compliance Check, we focus on your 401(k) plan’s compensation definition for deferral and match purposes.

06/07/2022

Virtual 401(k) Education Is on the Rise, Reaching More Workers More Efficiently Than Ever. Are you using virtual education to increase employee Plan engagement? http://ow.ly/P2ZN50J8pSx

New data from Schwab shows workers attended more virtual education sessions last year to learn about their 401(k) plans and other financial topics.

06/03/2022

How combining various plan features could drive the strongest participant savings outcomes. Learn more. http://ow.ly/AIxy50J8pS9

05/31/2022

These defensive plan provisions can help plan sponsors control litigation, including claims procedure requirements, plan limitation periods, mandatory arbitration clauses, and class action waiver and venue provisions. http://ow.ly/unn150J8pRQ

Plan sponsors may consider adding three different types of defensive provisions to their retirement plans to help cut down on the number of participants filing claims alleging violations of the Employee Retirement Income Security Act (ERISA). These defensive provisions can include claims procedure r...