Sep 1, 20161 minEvan Giller to Speak on Independent Third Party AuditsEvan Giller will co-present on the topic Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit, at a webinar hosted...
Aug 31, 20165 minThe New Fiduciary Rule from the Department of Labor:How Will It Affect Plan Sponsors?Overview It’s not everyday that a change in the laws governing retirement plans makes front page news, but it’s not...
Aug 31, 20163 minExecutive Summary Introduction to Retirement Plan Committee ChartersThis memo is intended to provide basic guidance on these issues, but is not intended to provide legal advice as to any particular ...
Jul 31, 20164 minDo You Need to Amend Your Retirement Plan by 12/31/2016?Although this sounds like a simple question, as with most questions involving qualified plans, the answer is not that ...
Jul 31, 20164 minEEOC Issues Final Rules on Wellness Incentives Under ADA and GINAOn May 17, 2016, the EEOC issued both a Final Rule under Title I of the Americans with Disabilities Act (ADA) (ADA ...