by Paul Fennell | Jan 2, 2019 | Employer Connect
Download the Action Document IRS rules provide for participant loans and hardship withdrawals from 401(k) and other plans. They’re not required, but rather left to the discretion of you, the plan sponsor. Today, there’s a good bit of debate about how...
by Paul Fennell | Jan 2, 2019 | Employer Connect
Download the Action Document People who exercise control and authority over the management of a retirement plan’s assets are fiduciaries. So are professionals who provide investment advice with respect to those assets. As a company owner or executive, in most...
by Paul Fennell | Jan 2, 2019 | Employer Connect
Download the Action Document When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan sponsors like you are, by definition, a fiduciary of your plan because you exercise control over, and...
by Paul Fennell | Jan 2, 2019 | Employer Connect
Download the Action Document You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement. To enjoy...
by Paul Fennell | Dec 27, 2018 | Employer Connect
Download the Action Document When we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoffs in the end...
