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REGISTER | Fiduciary Hot Topics

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.…

Compliance Testing Basics

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…

Retirement Plan Safe Harbors

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…