November 6, 2024 | Noon (CST) Join Us Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state laws.…
REGISTER | Understanding Your Fiduciary Responsibilities: Selecting and Monitoring Service Providers
byAugust 6, 2024 | Noon (CST) Join Us Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state laws.…
Author | Bonnie Treichel The total plan assets include all dollars in the retirement plan, but as the plan sponsor, do you have a good handle on all those dollars? Sometimes plan sponsors forget about the small dollar accounts such…
Author | Bonnie Treichel Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure highly compensated employees (including company owners) don’t unfairly receive more contributions into the retirement plan when compared to…
Watch The Recording Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state laws. Best practices suggest attending at…
Author | Bonnie Treichel As a follow-up to its proposal from October 31, 2023, the Department of Labor (DOL) announced updates to the investment advice fiduciary regulation (formally known as the Retirement Security Rule) on April 23, 2024. This regulation…
Author | Bonnie Treichel Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up…
Author | Bonnie Treichel Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up…