Three Insurance Facts for Plan Sponsors

May 1, 2019—401(k) plan sponsors can benefit from knowing three simple insurance facts.  This can help keep sponsors compliant, eliminate potential reporting errors that could trigger a DOL audit, and cover their defense if charged with imprudent plan management.  Given that there’s so much for employers with company retirement plans to keep track of, these simple facts often are either unknown or forgotten . . . with plan sponsor fiduciaries exposed to potential liability.

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Is Your Form 5500 an Errata Piñata?

February 15, 2017—Every year in Mexico around December 16th, in a tradition four centuries old, townsfolk begin the nine-day celebration of Las Posadas. This celebration features a dramatization of the Christian nativity, as well as the omnipresent and iconic piñata in the shape of a seven-pointed star. Historically, the seven points of the piñata represent the seven deadly sins, and the goodies inside represent a reward for fidelity to advised virtues.

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