The Five Ws, and One H of Wrap Documents

August 10, 2020

Who is required to have a wrap document? All employers subject to ERISA regardless of size, or number of employees participating in a benefit plan, must have a plan document and a summary plan... Read more »

Wellbeing Resources – Week of August 3

August 3, 2020

While there continue to be many ways employees can use support, Family Wellbeing should be a key area of focus right now. Schools across the country are releasing their options for re-opening... Read more »

Short on Funds? When Furloughs Make Sense

July 29, 2020

Furloughs — mandatory, temporary suspensions from work without pay — have allowed many employers to hold on to their businesses during the coronavirus pandemic. Download Our... Read more »

Wellbeing Resources – Week of July 27th

July 27, 2020

Whether in grand gestures or subtle actions, there are so many ways our leaders are supporting the mental health of employees during this time. One theme that continues to surface is the... Read more »

3 Challenges for Benefit Managers During the Pandemic

July 23, 2020

Providing benefit portability, helping employees manage their work/life balance and maintain financial stability can help employees during this difficult time. The COVID-19 pandemic has been one... Read more »

3 Challenges for Benefit Managers During the Pandemic

July 23, 2020

Wellbeing Resources – Week of July 20

July 20, 2020

I hope you all had a wonderful weekend! Below you'll find this week’s curated list of wellbeing resources. Please feel free to share these resources, as appropriate, with your... Read more »

Participant Corner: Good Health is the Best Wealth

July 17, 2020

Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle... Read more »

What Constitutes Proper Documentation of Retirement Plan Committee Meetings?

July 17, 2020

With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee usually... Read more »

Why You Need to Communicate with Employees

July 17, 2020

Businesses understand how vital it is for employees to understand retirement options and are increasingly including employee education in fiduciary risk management, whether it’s in the form of... Read more »