November 19, 2026 | 1 PM (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…
August 11, 2026 | 1 PM (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…
Author | Bonnie Treichel The Internal Revenue Service (IRS) recently announced an increase in the limits for health savings accounts (HSAs) in 2027.[i] If there is a workplace benefit with more tax advantages than a 401(k) or 403(b), it has to…
Author | Bonnie Treichel Historically, according to a few courts, participant data may not be a plan asset under the Employee Retirement Income Security Act (ERISA), but it is undeniably an asset.[i] And increasingly, it’s being used like one. Plan fiduciaries…
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 On February 24, 2026, the Employee Benefit Security Administration (EBSA) issued a proposed regulation (the Proposal) designed to modify the existing safe harbors regarding electronic delivery of certain notices, which would carry out section 338 of…
Author | Bonnie Treichel Once limited to supplemental life or disability insurance, today’s voluntary benefits options can include health savings accounts (HSAs), accident and critical illness coverage, hospital indemnity plans, legal services, identity theft protection, and even things like pet…
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 According to Vanguard’s latest research, failing to take required minimum distributions (RMDs) isn’t just a retirement planning oversight; it’s a costly mistake that impacts retirement savers each year.i Vanguard found that nearly 7 percent of RMD-eligible participants…