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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


Understanding 401(k) Hardship Withdrawals
401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.

Michelle Marsh
Jun 20, 2024


The Ultimate ERISA Overview for Employers
ERISAÂ is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.

Michelle Marsh
May 21, 2024


The A to Z of 403(b): A Guide to This Unique Plan
403(b) plans are the retirement solution designed specifically for nonprofits, educational institutions, and religious organizations.

Michelle Marsh
May 7, 2024


Mastering Plan Documents for First-Time Sponsors
Plan documents are the written agreements which describe the terms and conditions of a retirement plan. Let's discuss what's inside.

Michelle Marsh
Apr 15, 2024


LTPT Decoded: Plan Rules for Long-Term Part-Time Employees
Long-term part-time employees (LTPT) can present unique challenges for plan sponsors when it comes to their retirement plans.

Michelle Marsh
Feb 16, 2024
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