As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

Missing or non-responsive former employees can drain plan resources, impairing effective plan administration and exposing you to potential fiduciary risks. Automatic rollovers remain the industry-accepted solution for reconnecting participants with their accounts.

Small businesses are an essential part of the American economy, employing nearly half of working Americans. Although this is the case, many do not sponsor retirement plans.

For some, “Millennial” is synonymous with “teenager.” But, Millennials are actually older than you may think and still face unique financial challenges.

The regulatory ground has shifted beneath plan fiduciaries’ feet. Learn more about the most important aspects plan sponsors and administrators should focus on.