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Posts by category
- Category: ERISA
- The SECURE 2.0 Roth Catch-Up Contribution Rules Are Live — Is Your Plan Ready? (02/25/2026)
- Understanding the Role and Value of an Independent Fiduciary (01/22/2026)
- Fiduciary Services Under ERISA: What You Need to Know (06/19/2025)
- What Is ERISA? Full Breakdown of Terms, Titles & Responsibilities (05/29/2025)
- What is an Independent Fiduciary, Who Needs One, and Why? (04/29/2025)
- Avoiding Costly Mistakes: 2025 DOL Maximum Penalties for ERISA Non-Compliance (03/11/2025)
- The Role of Pooled Plan Provider (PPP) in the administration of Pooled Employer Plans (PEPs) (12/17/2024)
- The difference in fiduciary duty and disadvantages of SEPs, MEPs & PEPs (12/14/2024)
- Definition and Advantages of SEPs, PEPs, and MEPs (12/10/2024)
- 401k forfeitures (11/06/2024)
- Wells Fargo H&W Prohibited Transactions lawsuit (11/06/2024)
- Department of Labor cybersecurity guidance for employers, plan sponsors, fiduciaries, and recordkeepers (10/18/2024)
- Best Practice for ERISA fiduciary for health and welfare plans (09/19/2024)
- Outsourcing Your Employee Benefit Plan RFP Process to an ERISA Independent Fiduciary (05/14/2024)
- Exploring Common Types of ERISA Fiduciary Services (02/09/2024)
- Mitigating Liability through ERISA Compliance (06/20/2023)
- 7 ERISA Compliance Steps For Plan Fiduciaries (04/16/2021)
- Understanding Fiduciary Responsibility Under ERISA (05/15/2020)
- Category: ESOP
- Mastering the RFP Process: A Guide for HR Leaders, Trustees, and Business Decision-Makers (09/25/2025)
- ERISA Compliance: Essential Guide for US Plan Sponsors 2025 (09/25/2025)
- What comes after an ESOP? (08/08/2025)
- A Business Owner’s Guide to Creating an ESOP (06/30/2025)
- ESOP as an Exit Strategy: Pros, Cons & Best Practices (02/17/2025)
- The Anatomy of a Successful ESOP Deal (03/16/2022)
- Category: Featured
- Category: MEWA
- Category: News
- EBSA 2023 Monetary Results (03/21/2024)
- Insights on Critical SCOTUS Ruling (03/10/2022)
- EBSA News: Cincinnati Businessman Ordered To Prison After Investigation By EBSA (12/17/2021)
- How To Choose Service Providers For Your Plan (11/18/2021)
- EBSA 2021 Findings: Over $2.4 Billion in Enforcement Actions (10/22/2021)
- What is a Fiduciary Under ERISA? (09/17/2021)
- EBSA: United Behavioral Health To Pay $15.6 Million (08/19/2021)
- What Is ERISA? (07/16/2021)
- What Are EBSA National Enforcement Projects (06/11/2021)
- ERISA Compliance For Captive Insurance (05/07/2021)
- ESOP Compliance During a Merger or Acquisition (03/11/2021)
- Criteria For Selecting An ERISA Expert Witness (02/12/2021)
- Meet William Kropkof: President of EAG (01/21/2021)
- Trade Associations: MEWA Compliance Under ERISA (12/14/2020)
- Will Your PEO Health Plan Or Retirement Plan Be Audited? (12/12/2020)
- How The EBSA Decides Which Plans To Audit (11/12/2020)
- How To Select An ERISA Independent Fiduciary (10/09/2020)
- Voluntary Fiduciary Correction Programs (09/03/2020)
- Prohibited Transactions Exemptions Under ERISA (08/11/2020)
- US Department of Labor Issues Long Awaited Guidance on PEO Form 5500 Filings (07/21/2020)
- DOL: Recovery Monies for 2019 show 162% Increase (07/21/2020)
- Avoid These Prohibited Transactions Under ERISA (07/10/2020)
- Why Your Form 5500 Could Get You Audited (06/18/2020)
- DOL Sues: $7,000,000 in Unpaid Claims (05/20/2020)
Events
- The ESOP Association Annual Conference Las Vegas NV Nov 1 - 4
- NCEO Conference in Milwaukee Wisconsin April 6 - 9
- The ESOP Association Texas/Oklahoma Chapter Austin TX - Speaking on ESOP’s Built For The Storm March 25 - 26
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