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The Importance of Disclosing Ownership in All Businesses
Understanding who owns what in business is vital not just for internal records but for adherence to various regulatory requirements.

Michelle Marsh
Mar 6


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
Feb 18


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
Jan 16


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
Dec 13, 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
Sep 18, 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
Jul 24, 2024
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