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Understanding Fiduciary Responsibility Regarding Electronic Distributions and Loans Under ERISA
ERISA Plan Fiduciaries Benefit plans must have at least one named fiduciary having control over the plan’s operations. This person or entity is responsible for making decisions about the retirement plan and must put the participants’ interests ahead of their own when...
Untimely Remittance of Employee Benefit Plan Contributions
Understanding what untimely remittances are and how they impact participants helps explain why the Department of Labor (DOL) places emphasis on this topic. Once a plan sponsor establishes a time frame of what it looks like to separate the deferrals from the...
Preparing for the 2026 SECURE 2.0 Plan Amendment Deadline
The SECURE 2.0 Act of 2022 resulted in a number of changes to employee benefit plans. This article will focus on the required changes that must be implemented and/or formally documented by the end of the 2026 plan year for most qualified plans. The SECURE 2.0 Act...