News & Knowledge
Exploring Business Owner Exit Strategies for Physicians
With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.
Implications of the IRS’ Expanded Self-Correction Program Under EPCRS
The expansion brings about a welcome change for plan sponsors, as the prior alternative required the IRS be notified and provide approval for the correction.
Key Learnings from Prominent Retirement Plan Class Action Lawsuits in Q3
A review of three cases that point back to the importance of regularly assessing the service providers for your organization’s retirement plan.
Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan
As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.
What Practice Leaders Need to Know About Target-Date Funds
Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.
Balancing Choice Overload for Your Company’s Retirement Plan
The importance of offering your employees an optimal number of retirement plan investment options.