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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

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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