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Retirement Plans

Summary Annual Report Distribution 101

When it comes to managing a company’s retirement plan, most plan sponsors are familiar with the annual Form 5500 filing as required under ERISA. But far fewer pay attention to its “companion” document: the Summary Annual Report (SAR). Overlooking this requirement may seem minor, but it could expose your organization to compliance risks and even Department of Labor (DOL) penalties.
Christopher Schuppe
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Employee Benefits

Navigating Employees’ Benefits Questions and Challenges: A Guide for Employers and HR Professionals

Michelle Cooper
Retirement Plans

A Fiduciary Approach to Investment Selection and Oversight for 401(k) Core Menus and Pension Plans

Jim Chapman
Employee Communications

The Latest Trends in Employee Communications: A Shift in Focus and Strategy

Catherine Smith
Wealth Management

LoVasco Announces Addition of Full-Service Suite of Wealth Management and Financial Planning Offerings for Individual Investors

Eugene LoVasco
Retirement Plans

How (and Why) Employers Should Benchmark Their 401(k) Plans

Christopher Schuppe
Employee Benefits

The Most Common Pitfalls During Open Enrollment and How to Avoid or Address Them

Michelle Cooper
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