The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan,…
SDM Advisory TeamAugust 4, 2020
Can you hear the bells ringing? It’s that time of year to review your to-do…
SDM Advisory TeamAugust 3, 2020
This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket…
SDM Advisory TeamJuly 30, 2020
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of…
SDM Advisory TeamJuly 29, 2020
Businesses understand how vital it is for employees to understand retirement options and are increasingly…
SDM Advisory TeamJuly 29, 2020
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the…
SDM Advisory TeamJuly 27, 2020
Some retirement plan expenses can be paid for with plan assets — but many can’t.…
SDM Advisory TeamJune 23, 2020
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating…
SDM Advisory TeamJune 23, 2020
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions…
SDM Advisory TeamJune 23, 2020
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