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Our Thoughts On...
Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed according to ERISA standards. The form also allows individuals access to information, protecting the rights and benefits of the plan participants and beneficiaries covered under the plan. Read more.
How Do You Monitor a Dash? Evaluating Cash Equivalent Funds 
Periodically you review your plan’s fund lineup; you place some funds on Watchlist, you replace under-performers and you continue to monitor those funds that score acceptably. But, you see a dash next to your cash fund and wonder, what should you do? Read more.
Recruit, Retain, Reward
Recruiting, retaining and rewarding key employees are not just goals of the largest companies in America—they are important to all companies. That’s why, in today’s environment, no plan sponsor can have a truly meaningful conversation about its total rewards package and retirement plan’s design without discussing non-qualified deferred compensation plans (NQDCPs).? Read more.
The Certified Plan Sponsor Professional Credential
The Plan Sponsor Council of America (PSCA) in association with the American Retirement Association (ARA) have established a new credential dedicated for Retirement Plan Sponsors. The Certified Plan Sponsor Professional (CPSP) credential was developed to signify a plan sponsor possess the knowledge to effectively evaluate, design, implement, and manage an employer-sponsored retirement plan. The CPSP credential is the only of its kind available to plan sponsors today.  Read more.