Wooden blocks being stacked to represent the strategic integration of a 401k plan during a M&A.

What happens to the 401(k)? Defined contribution decisions during M&A

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPAThought Leadership

In the whirlwind of corporate acquisitions, the 401(k) retirement plan often gets overlooked, yet it plays a crucial role in the transaction’s success. With fiduciary obligations and compliance responsibilities at stake, understanding how to navigate defined contribution decisions is essential.

Is your benefits committee up to par? Here’s how to be sure

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPAThought Leadership

To defend themselves against ERISA violations, plan sponsors need to understand their fiduciary obligations. As the parties generally responsible for plan oversight, benefits committees play a central role in minimizing compliance risk.

Governance basics every plan sponsor should know

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPAThought Leadership

How do plan sponsors operate and administer employee benefit plans in a manner that is both effective and compliant with applicable regulatory and fiduciary obligations?