Retirement Plan Administration

RPCSI Blog

Four people in a meeting room discuss charts with green bars. A man in a dark suit holds a paper, engaging others seated around a table.

Smart Businesses Think Twice About Pooled Employer Plans

The Pooled Employer Plan (PEP) has been promoted to small businesses as a smart shortcut to affordable, hassle-free retirement benefits. But do PEPs live up to their promise?

Michelle Marsh

Oct 2

Cybersecurity for Plan Administration: Protecting Retirement Plans in a Digital World

In today's landscape of digital transactions, cybersecurity for plan administration has become a top priority for retirement plan sponsors.

Michelle Marsh

Aug 21

Payroll and finance binders on desk with reports and calculator

Salary Deferrals: Best Practices for Retirement Plan Sponsors

Failure to manage salary deferrals properly can result in serious challenges. Understanding what's at stake is crucial.

Michelle Marsh

Jul 17

Two people in business suits shaking hands in a bright office setting. The focus is on the handshake, symbolizing agreement or partnership.

Navigating Retirement Plan Challenges in Mergers and Acquisitions

Mergers and acquisitions (M&A) can be exciting milestones for any organization. But for business owners and plan sponsors, these big moves also come with a long checklist, and retirement plans are often near the bottom of it.

Michelle Marsh

Jun 10

Two people in suits review business documents at a table. One holds a pen. A red tie and coffee cup are visible, indicating a formal meeting.

What Is the Purpose of a Fidelity Bond?

A fidelity bond is not for the company or the plan administrator. It’s for the retirement plan itself. If someone who has access to the plan’s money acts dishonestly or steals funds, the bond helps cover that loss.

Michelle Marsh

Jun 3