Increasing 401(k) Plan Participation 2/6/2012 8:31:00 AM In this article: Introduction Advantages of Increased Participation Methods of Increasing Participation Relaxed Eligibility Requirements Automatic Enrollment Matching C... Read More
Participant Fee Disclosure Requirements for Individual Account Plans 11/15/2011 8:36:00 AM In this article: Introduction Plans Subject to the Disclosure Requirements Compliance Dates Who Must Provide the Disclosures? Designated Investment Alternatives Plan-Related Information Investment-Related Information ... Read More
Should They Stay or Should They Go: Dealing with Terminated Participants 9/15/2011 8:40:00 AM In this article: Introduction Why do we Care? Count the Cost Stand and be Counted Tell the Participants Tell the IRS What are the Options? Small Balances Larger Balances Fees Residu... Read More
Fiduciary Liability for Participant-Directed Plans 7/15/2011 8:44:00 AM In this article: Introduction 404(c) Basic Requirements Automatic Disclosures Disclosure on Request I complied with 404(c), and all I got was this lousy T-shirt ... Read More
The Final Fee Disclosure Regulations Have Arrived 4/10/2010 8:23:00 AM In this article: Introduction Why is Fee Disclosure such a Big Deal? What is the Solution? Are all Service Providers Required to Comply? Investment Professionals Platfor... Read More