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Michelle Marsh
1 day ago
The Importance of Accurate Census Data in Retirement Plan Administration
Census data in retirement plans collects detailed information about employees to ensure accurate plan administration

Michelle Marsh
Jan 16
Navigating Year-End Compliance Testing for Retirement Plans
As we enter January, employers and retirement plan sponsors are on the clock to prepare for the March 15th year-end compliance testing deadl

Michelle Marsh
Dec 13, 2024
Adapting to 2025 COLA Changes for Plan Sponsor
2025 brings updated COLA figures for DB, DC plans, Social Security, and PBGC premiums. Compare 2025 COLA Changes to 2024 and 2023 here.

Michelle Marsh
Sep 17, 2024
In the Dark About Blackout Notices? Your Essential Guide
A blackout notice informs retirement plan participants of a temporary halt on account management.

Michelle Marsh
Jul 24, 2024
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.

Michelle Marsh
May 21, 2024
The Ultimate ERISA Overview for Employers
ERISA is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.
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