Most retirement plan sponsors are familiar with the plan testing that takes place around this time of year. With acronyms like ADP, ACP, HCEs, and
For quick reference, a 2016-2017 Compliance Calendar Checklist for Retirement Plans is available on the SIMA website to remind plan administrators of
Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management
Could your company’s benefits package use a bit of an upgrade? If so, one idea to consider is adding an option for employees to convert their regular
Many retirement plan sponsors consider converting to new providers starting with the new plan year. For calendar year plans, that means January 1. If
