by Bill Black, Pension Specialist | Jun 13, 2017 | Newsletters
The latest news regarding retirement plans has centered around service provider fees. While fees are a highly important aspect of managing an employer-sponsored retirement plan, they are not the only metric of your overall retirement plan’s health. A low-cost...
by Bill Black, Pension Specialist | Apr 3, 2017 | Newsletters
With communication mediums like email, text, and IM’s becoming the standard in business industries worldwide, plan sponsors are becoming increasingly interested in abandoning paper processes for a more electronic means of communication with plan participants and...
by Bill Black, Pension Specialist | Jan 30, 2017 | Newsletters
It is estimated that uncashed checks account for billions of dollars, representing a fortune of uncollected funds belonging to plan participants or beneficiaries that they are not able to use and also represent serious issues for fiduciaries. Uncashed distribution...
by Bill Black, Pension Specialist | Dec 5, 2016 | Newsletters
A 401(k) plan permits employees to defer a portion of their salaries on a pre-tax basis with the objective of accumulating assets for retirement. Additional assets are accumulated if the employer makes contributions to the participant’s account. Click on the button...
by Bill Black, Pension Specialist | Nov 17, 2016 | Newsletters
If you have a 401(k) plan, you’ve likely had participants ask about taking loans from their accounts. If you haven’t yet, it is only a matter of time. While the concept of taking a loan is pretty straightforward—you borrow money, you repay it with interest—there are...
