Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made. The Employee Retirement Income Security Act ...

403(b) plan sponsors can now seek out providers of pre-approved plan documents to adopt. The Internal Revenue Service has published its list of pre-approved prototype and volume submitter 403(b) plan ...

So, you signed a will a few decades ago and don’t want to think about estate planning because estate planning is less fun then getting a root canal. Estate planning, you think, is about dying and that ...

It seems that everyone has a smartphone or a tablet, and I can t think of anyone I know who does not have Internet access at home. Consequently, plan sponsors ask all the time if they can just email ...

Strategic implementation is a process that puts plans and strategies into action to reach desired goals. The strategic plan itself is a written document that details the steps and processes needed to ...

Instead of asking once a year, “What is our strategy?”, executive teams are asking, “What are we learning right now that ...