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Our Latest Articles

Retirement Plan Enrollment Best Practices

Retirement Plan Enrollment Best Practices

January 1st is possibly the biggest enrollment period for retirement plans.  After communicating to an employee that they are eligible for the plan, it’s important to be sure each employee completes the necessary forms. An enrollment form should be provided to each...

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Retirement Plan Procedures, Practices, and Internal Controls

Retirement Plan Procedures, Practices, and Internal Controls

With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls. Having strong internal controls and documenting procedures is important to safeguarding retirement plan compliance and ensuring...

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Further Assistance for Troubled Multiemployer Retirement Plans

Further Assistance for Troubled Multiemployer Retirement Plans

The Pension Benefit Guaranty Corporation (PBGC) has already approved financial assistance to 32 troubled multiemployer retirement plans under the Interim Final Rule released in July 2021. The PBGC asserts that as of October 4, 2022, it has approved over $7.7 billion...

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