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Retirement Doctor: New Mandatory Employee Retirement Savings Program "CalSavers"

Feb 22, 2019 1:48:37 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: Got HSA?

Feb 11, 2019 12:08:45 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: Inside the Mind of Plan Sponsors

Jan 11, 2019 1:14:54 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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According to the Fidelity Plan Sponsor Attitude Survey, employers are most concerned with ensuring their retirement plan is effectively preparing employees for retirement.

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Retirement Doctor: IRS Contribution and Benefit Limits for 2019

Dec 6, 2018 12:07:00 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, IRS, Front Page Post, 401(k), best practices, ERISA, Retirement Doctor

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Retirement Doctor: DOL Guidance for Paying   401(k) Fees from Plan Assets

Nov 2, 2018 10:05:59 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: How America Saves 2018

Oct 4, 2018 10:58:54 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit

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Retirement Doctor: Audit Red Flags

Sep 6, 2018 10:10:26 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Avoiding Audit Flags – How to reduce the chance of an audit.

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Retirement Doctor: Fiduciary and Compliance Mistakes

Jul 24, 2018 2:43:43 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit

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Fiduciary and Compliance Mistakes in 403(b) Plans

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The New Fiduciary Rule: What it means for Employer Compliance

Apr 4, 2017 9:18:02 PM / by Deborah Hyde posted in fiduciary, hr compliance, Front Page Post, 401(k), Deborah Hyde, DOL fiduciary rule, ERISA, Financial, industry LEADERSHIP

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expanded-fiduciary-standard.jpg

Update: As of April 4, 2017, the Department of Labor finalized a 60-day delay to the effective date of the new fiduciary rule (the Rule). The Rule was originally set to take effect April 10, 2017, but as a result of the delay, will become effective June 9, 2017.  The delay is in response to President Trump's directive that the DOL review and report on how the Rule may negatively impact consumers. 

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