Below you'll find a list of all posts that have been tagged as “plan management”
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.
In today’s fast-paced work environment, plan sponsors often underestimate the role of institutional knowledge in retirement plan management. When key team members depart, the knowledge gap can threaten both plan compliance and the participant experience. Learn how the right governance framework canclose the succession planning gap.
Successfully implementing a new health and welfare benefits administration system is a complex, high-stakes process that requires careful planning, thorough data validation, and expert coordination across multiple vendors. Plan sponsors who attempt to manage this transition alone often face significant challenges.
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.
Learn how to best position a frozen DB plan for termination.
The late deposit of employee 401(k) deferrals is among the most common mistakes retirement plan sponsors make. Here’s how to correct it.
To avoid class-action settlements and regulatory penalties that can cost millions, plan sponsors must ensure 401(k) fees are cost-conscious for participants. Here are best practices to consider.
When a plan sponsor (or search specialist working on the plan sponsor’s behalf) squeezes a vendor too tight, the resulting contract may come with an attractive price tag, but it will set plan sponsors up for a downstream nightmare of quality and service issues that negatively impact both plans and their participants.
What you need to know about provisions that could have a significant impact on retirement plan compliance.
As a defined benefit (DB) plan sponsor, it can be difficult to determine whether the fees you are paying for actuarial services are reasonable. Here are some ways to evaluate whether actuarial fees are in line with the services provided.
