Fiduciary Governance

Corporate Mergers & Acquisitions: What About the 401(k)?
In a corporate merger or acquisition, the ongoing treatment of both the seller’s and buyer’s retirement plans come into question, so it’s crucial to understand how different types of business transactions can impact both plans. If left unaddressed prior to close, many benefit issues could result in either ruining the deal or creating untold compliance  Read More →
Keeping in Compliance: IRS Tips for Plan Sponsors
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally, your plan document should be reviewed on an annual basis and administered accordingly. The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed, and prepared in order to provide the best possible retirement plan  Read More →
Increasing Employee Retirement Contribution Participation
As a retirement plan sponsor how can you encourage your employees to save – and save more? Improving both employee participation and their saving rates is easy when you’re prepared. Here are four simple ways you can help your employees start building a confident retirement. Boost Employee Participation with Automatic Enrollment Choosing to automatically enroll  Read More →

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