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IRS Issues 'Helpful' Bulletin for Preapproved Plans

An IRS bulletin for preapproved plan sponsors warns of consequences for missing the restated adoption agreement deadline. ....

David Klimaszewski , Correction Program , Employee Plans Compliance Resolution System , Voluntary Correction Program ,

Implementing Benefits Across Ages Challenges Plan Sponsors

Meeting the workplace benefit needs of today’s multigenerational workforce requires plan sponsors to get creative. ....

David Klimaszewski , Kevin Reid , Baby Boomers ,

A Checklist for Retirement Plan Committees


A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
Reported by
Art by Enzo Pérès-Labourdette
Given that there are so many considerations to weigh when overseeing a retirement plan, it is important for plan sponsors to have a checklist for their committees whether the sponsor has a single retirement plan committee or dual investment and administrative committees to cover in quarterly meetings. These meetings typically last between one and two hours.
The overriding theme of retirement committee meetings should always be whether the committee is acting in the best interest of plan participants and if it is improving the plan, says Michael Webb, senior financial adviser at CAPTRUST. ....

Michael Webb , Julia Zuckerman , David Klimaszewski , Cliff Dunteman , Setting Every Community Up For Retirement Enhancement , Department Of Labor , Francis Investment , Retirement Enhancement , Coronavirus Aid , Economic Security , மைக்கேல் வலை , ஜூலியா ஸக்மந் , டேவிட் கிலிமஸ்ஜெவிஸ்கி , அமைப்பு ஒவ்வொன்றும் சமூக மேலே க்கு ஓய்வு விரிவாக்கம் , துறை ஆஃப் தொழிலாளர் , பிரான்சிஸ் முதலீடு , ஓய்வு விரிவாக்கம் , பொருளாதார பாதுகாப்பு ,