Michelle Marsh
Crafting Your Summary Plan Description: A Beginner’s Guide
A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.
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Michelle Marsh
- Dec 13, 2023
5 Retirement Trends for 2024
As we approach the year 2024, it's crucial for employers and plan sponsors to stay updated with emerging retirement trends.
Michelle Marsh
- Nov 14, 2023
Employee Financial Wellness Report: Stressors Shifting Away from Retirement
Explore the concept of employee financial wellness, shifting stressors, and how you can best support your employees in this aspect.
Michelle Marsh
- Nov 1, 2023
Understanding DOL Cybersecurity Guidance: Best Practices for Retirement Plans
Take a closer look at understanding the DOL cybersecurity guidance and why cybersecurity is a critical component of retirement plans.
Michelle Marsh
- Aug 9, 2023
Early Retirement: 5 Factors to Consider Before Making the Leap
Before taking the leap towards early retirement, consider these 5 important factors that are often overlooked.
Samantha Diggs
- Apr 19, 2023
Tax Deductions for Self-Employed Business Owners
It’s no secret that most people want to save on their tax bill. Like many, business owners are asking what they can do to keep their...
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