• Read Those Fee Disclosures

    Read Those Fee Disclosures Welcome to an ERISA sunscreen moment! Today’s sunscreen moment deals with “reading the label” as it relates to covered service provider fee disclosures. A recently enacted...

  • Importance of Trustee Minutes

    Importance of Trustee Minutes Last week’s Sunscreen Moment talked about the importance of establishing a good solid control environment for your plan. For this week’s message, we are going to...

  • Spring Clean Your Plan with Word Searches

    Spring Clean Your Plan with Word Searches This week’s sunscreen moment provides a quick and effective way to spring clean your plan. Retirement plans with over 100 eligible participants are...

  • ERISA $pending Accounts

    ERISA $pending Accounts A recent development in the world of employee benefit plans is the introduction of “ERISA Spending Accounts,” which result from agreements with the investment service provider. These...

  • Play Ball with 5500 Schedule C Analytics

    Play Ball with 5500 Schedule C Analytics Welcome to an ERISA Sunscreen Moment! This week’s Sunscreen Moment discusses another way that you can be successful and quite frankly, have fun...

  • Reporting Change of Actuaries or Auditors

    Reporting Change of Actuaries or Auditors Has your Plan decided to change its enrolled actuary or auditor during the year? This Sunscreen Moment serves as an important reminder to make...

  • Financial Statement Geography

    Financial Statement Geography I have some good news when it comes to finding the accumulated plan benefit information in a defined benefit pension plan’s financial statements. Watch this ERISA Sunscreen...

  • Age 70 1/2 Participant Distribution Internal Controls

    Age 70 1/2 Participant Distribution Internal Controls This Sunscreen Moment provides a quick and easy internal control to ensure that participants begin to receive their required distribution, when they reach...

  • How to Enhance the Control Environment of Your Plan

    How to Enhance the Control Environment of Your Plan One important aspect of any employee benefit plan’s system of internal control is to have a positive “control environment”. Think of...

  • How To Improve And Automate Your Workflows

    Workflows can be complex endeavors and can be found across functional areas like finance, marketing, sales or IT. Problems often arise when a short-term workaround becomes a long-term “solution,” or...