Posts filed under: May 2024

Do your employees understand their beneficiary designations?

Do your employees know the implications of naming a minor as a beneficiary — or what happens if they don’t name a beneficiary at all?... Read More

Form 5500 Has Been Modified – Read on to Be Aware of Changes

Modifications to Form 5500 to support recent Department of Labor (“DOL”) reporting guidelines are now in effect. ... Read More