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Retirement Doctor: Inside the Mind of Plan Sponsors

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

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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 ERISA, best practices, 401(k) plan, 401(k), 401(k) plan sponsor, 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 Fees, ERISA, best practices, 401(k) plan, 401(k), 401(k) plan sponsor, Audit

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Retirement Doctor: Audit Red Flags

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

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Fiduciary and Compliance Mistakes in 403(b) Plans

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ERISA Exemption: How the Supreme Court’s Decision Impacts Church Plans

Jun 7, 2017 1:30:50 AM / by Deborah Hyde posted in church plans, Deborah Hyde, ERISA, ERISA exemption, hr compliance, Front Page Post, Supreme Court

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On June 5, the U.S. Supreme Court (the Court) issued a unanimous decision in the case of Advocate Health Care Network et al. v. Stapelton et al. that expands the ERISA exemption for church plans to include plans established by church-affiliated organizations. The decision is a departure from prior “plain text” judicial readings of the exemption, but it aligns with the interpretations of other federal agencies.

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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 401(k), Deborah Hyde, DOL fiduciary rule, ERISA, fiduciary, Financial, hr compliance, industry LEADERSHIP, Front Page Post

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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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MLR Rebates Require Careful Consideration

Oct 9, 2015 8:46:44 AM / by Deborah Hyde posted in 2015 ACA, ACA, Affordable Care Act, Deborah Hyde, ERISA, medical loss ratio, MLR, MLR Rebates, Front Page Post

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Under the Affordable Care Act, insurance carriers are required to spend a minimum percentage of premium dollars on medical care and health care quality improvement. This minimum percentage is referred to as “medical loss ratio” (MLR) and is set at 85% for large group market issuers, 80% for issuers in the small group and individual markets. Any issuer that does not meet the MLR standard for a year must provide a rebate to its policyholders. MLR rebates for 2014 were due to policyholders by September 30, 2015.

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