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How New Substitute Mortality Tables Impact Defined Benefit Plans
Covid-19 prompted the IRS to update its rules on substitute mortality tables. Gain insight on what this mean for defined benefit plans.

Michelle Marsh
Aug 21, 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


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
ERISA 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 6, 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 14, 2024
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