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

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

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ERISA-exemption-churches.jpg

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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