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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


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


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


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


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
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