NEWSLETTER ARTICLES

Q2 2025 Plan Sponsor Newsletter

Jun 25, 2025

We’re excited to share the latest edition of our quarterly Plan Sponsor Newsletter, designed to keep you informed on important retirement plan developments and best practices.  This edition highlights the expansion of the Department of Labor’s Voluntary Fiduciary Compliance Program to include a self-correction mechanism when correcting late deposits of employee salary deferrals and loan payments.  We’ve also included best practices for understanding the various ...

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Q1 2025 Plan Sponsor Newsletter

Mar 31, 2025

We're pleased to share the installment of the quarterly plan sponsor newsletter, which features several timely topics to help you navigate important retirement plan changes and requirements.  This edition spotlights the new super catch-up option that provides enhanced retirement savings opportunities for eligible participants. We've also included essential best practices for submitting year-end census data accurately and promptly—a critical process that ensures proper administration ...

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CARES Act re COVID-19

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