Plan recordkeeping & administration

We recap the compliance issues single-employer DB and DC plans should address by the end of 2022.

We discuss potential surprises and obstacles plan sponsors and HR professionals may face as a results of SECURE 2.0 going into effect.

For plan sponsors that have resolved to terminate their plans, they typically turn their attention to two important factors: financial and operational readiness.

Pension plan administration can be managed through a variety of arrangements: insourced, co-sourced, and outsourced. As insourcing has become less common, plan sponsors are turning to outside vendors to co-source and…

Plan administration errors, or failures, can have serious consequences, including disqualification. Failure to administer a plan in accordance with the plan document and applicable regulations can result in severe tax…