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.
Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective
Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.
The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations
A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.
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.
The Key Partners That Help Build a Successful Retirement Plan
Important questions as you consider all of the potential providers and how they will work together to meet the needs of your practice’s plan.
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.