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404(c) Compliance Checklist

Posted on February 25th, 2019

Retirement plan sponsors and other fiduciaries may not be responsible for the poor investment decisions made by their participants, provided that their plans qualify as an ERISA Section 404(c) plan. This Plan Sponsor article lists some ways to help determine your compliance with ERISA Section 404(c).

DOWNLOAD – 404(c) Compliance Checklist

10 Questions to Ask Yourself About Your Retirement Plan

Posted on February 22nd, 2019

Understanding fiduciary responsibilities is important for the security of a retirement plan and compliance with the law. Employers will find these questions helpful in determining what their responsibilities are in respect to their retirement plans.

DOWNLOAD – 10 Questions to Ask Yourself About Your Retirement Plan


Depression In the Workplace

Posted on February 20th, 2019


Depression is a debilitating disease that not only affects the person suffering from it, but also an employer’s bottom line. This article offers employers proactive ways to curtail depression in the workplace by identifying offering employees resources to tackle the disease.

DOWNLOAD – Depression in the Workplace

Fiduciary Responsibilities

Posted on February 18th, 2019

Fiduciaries have important responsibilities and are subject to standards of conduct because they act on
behalf of participants in a retirement plan and their beneficiaries. This Plan Sponsor article explains the duties a fiduciary is expected to perform, and how to limit liability while doing so.

DOWNLOAD – Plan Sponsor Fiduciary Responsibilities

What is Blockchain Technology and How Will it Impact Businesses

Posted on February 15th, 2019

Learn how blockchain technology can help businesses instantly share, secure, verify and store records both internally and with third parties by reading this In the Know article.

DOWNLOAD – In the Know – What is Blockchain Technology and How Will it Affect Businesses

Am I a Fiduciary?

Posted on February 13th, 2019

To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the  Employee Retirement Income Security Act of 1974 (ERISA). ERISA sets standards of conduct for fiduciaries. This article explains who is considered a fiduciary and what responsibilities go along with it.

DOWNLOAD –  Am I a Fiduciary

Health Plan Rules for Employees Enrolled in Medicare

Posted on February 11th, 2019

As more and more older Americans stay in the workforce, employers may have questions about how employees’ Medicare entitlement impacts their group health plan coverage. This Compliance Overview summarizes the legal rules that apply to employees enrolled in Medicare, including coordination of benefit rules, Medicare secondary payer rules and the special continuation coverage rules under COBRA.

DOWNLOAD – Health Plan Rules for Employees Enrolled in Medicare

HR Brief – February 2019

Posted on February 8th, 2019

This month’s HR Brief examines how empathy can help retain your workers and informs about the proper way to calculate overtime pay.



Live Well, Work Well – February 2019

Posted on February 6th, 2019

The Live Well, Work Well newsletter is an employee newsletter that is produced monthly and covers topics like health, wellness, fitness, nutrition and personal finance. In honor of American Heart Month, this month’s issue discusses various ways to improve your heart health.

DOWNLOAD – LWWW February 2019

Benefits Buzz Newsletter – February 2019

Posted on February 4th, 2019

This month’s Benefits Buzz discusses the upcoming Affordable Care Act reporting deadlines and the removal of the wellness plan incentive limits.

DOWNLOAD – Benefits Buzz – February 2019

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