Summer 2025 – Benefit Insights Newsletter En Garde!!! THE CHALLENGE WITH FORFEITURES You may have been reading in the news about the recent uptick in ERISA class action lawsuits relating to the use of forfeitures. This article will be relevant to your plan if you have employer contributions and apply a vesting schedule to those…
Spring 2025 – Benefit Insights Newsletter Keeping the Lines of Communication Open In our last issue, we discussed the benefits of communicating with plan participants. Now let’s talk about keeping in touch with us. Whether the concerns are small or large, a discussion with us can save you from making corrections later. Retirement plans have…
Winter 2025 – Benefit Insights Newsletter Keep on Talkin’ When it comes to your retirement plan, keeping your participants engaged is a must. Not only is providing participants with enrollment opportunities in a timely manner critical to keeping your plan in compliance, it is also an important step in their retirement success story. Although the…