Your search for resulted in 55 hits
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Window of Savings Opportunities with Backdoor Roth IRAs
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PMWhat is a mega backdoor Roth IRA? What is the limit to a backdoor Roth IRA? Is it worth it? Can I do a backdoor Roth every year?
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An Employer’s Guide to Annual Retirement Plan Compliance Requirements
https://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PMDo you have a retirement plan compliance checklist? If you don’t think your organization needs one this year, think again. Legislative and regulatory changes, as well as organizational changes, can
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Missing Participants? Search Efforts Are a Fiduciary Duty
https://www.usicg.com/publications/insights-articles/compliance-legal/missing-participants-search-efforts-are-a-fiduciary-duty/12/20/2021 11:55:24 PMUpdated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.
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Pension Risk Transfers Continue to Skyrocket in 2023
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/pension-risk-transfers-continue-to-skyrocket/12/20/2021 11:55:24 PMPension risk transfer sales continue to break records, as the market grew another $6.3 billion in the first quarter of 2023. If you’ve been contemplating de-risking your defined benefit pension plan,
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Fiduciary Support Reduces ERISA Litigation Risk
https://www.usicg.com/publications/insights-articles/compliance-legal/fiduciary-support-reduces-erisa-litigation-risk/12/20/2021 11:55:24 PMRetirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.
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Companies Benefit When Employees Are Financially Healthy
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/companies-benefit-when-employees-are-financially-healthy/12/20/2021 11:55:24 PMCompany-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization. Company-sponsored programs can help prepare workers for a
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Successful Acquisitions Include Thorough Due Diligence
https://www.usicg.com/publications/insights-articles/compliance-legal/successful-acquisitions-include-thorough-due-diligence/12/20/2021 11:55:24 PMFor employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues
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Don’t Overlook the Need for a Fiduciary Oversight Review
https://www.usicg.com/publications/insights-articles/investments/dont-overlook-the-need-for-a-fiduciary-oversight-review/12/20/2021 11:55:24 PMThe “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.
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Retirement Plan Fees: Are You Being Overcharged?
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/retirement-plan-fees-are-you-being-overcharged/12/20/2021 11:55:24 PMHelp your organization negotiate and lower its retirement plan fees with a fiduciary expense reduction analysis.
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Cycle 3 Plan Restatement Deadline is Closer than You Think
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/cycle-3-plan-restatement-deadline-is-closer-than-you-think/12/20/2021 11:55:24 PMFailing to adopt a Cycle 3 restatement plan document by the deadline could result in IRS-imposed penalties and may also jeopardize your plan’s tax-qualified status.