Recordkeeper Contracts Can Be Plan Documents, per Federal Appeals Court
The 4th Circuit’s decision strays from what other circuits have held counts as an ERISA-covered document.
Tag: retirement plan administration
OneAmerica Launches Retirement Plan Offering As Alternative to PEPs
OneConnect is a multiple employer approach that is available to businesses that want to sponsor ERISA 403(b) and 457 plans as well as to those who want to...
SBA Launches Hiring and Retainment Tool on Third-Party Providers
SBA's founding principal says search engagements on the vendor platform will start at $25,000, depending on the nature and scope of the plan sponsor’s request.
AICPA Offers Best Practices for Benefits Record Retention
The American Institute of Certified Public Accountants issued a plan advisory that reminds plan sponsors of ERISA record retention rules and also offers best practices for protecting personal...
Plan Sponsors Will Soon Be Able to Chat With Principal Associates Online
An online chat feature to answer retirement plan administrative questions will be launched this fall.
Helping Plan Sponsors Establish Internal Controls
A plan auditor speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference suggested internal controls plan sponsors should have in place for eligibility, compensation,...