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Electronic Disclosure Safe Harbor for Retirement Plans

Fulcrum Partners. Human Resources

Last week, the Department of Labor (DOL) finalized regulations for the new “notice and access” safe harbor for retirement plans. Known as “NOA Safe Harbor,” the new guidelines permit plan administrators to send required disclosures to plan participants and beneficiaries via email or other electronic means, including allowing employers to post retirement plan disclosures online.

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Your Fiduciary File: What Plan Sponsors Should Keep

Fulcrum Partners. Deferred Compensation News

With tax season in full swing, lists of “What records to keep at tax time” or “How long to keep my tax records” are always plentiful on financial and lifestyle blogs and websites. But last week, the Strategic Retirement Partners blog published a helpful checklist that deals specifically with which records to keep (and for how long) in a Fiduciary …

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ICYMI: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners. Human Resources

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here.   Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries …

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DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments

Fulcrum Partners. Human Resources

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: DOL Narrows Standards for Selecting Socially Responsible Retirement Plan Investments. You may read or download the full report as a PDF here. Executive Summary On April 23, 2018, the Department of Labor (“DOL”) published guidance on the extent to which retirement plan fiduciaries can take …

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Isler Dare Report: Considerations for Locating Missing Retirement Plan Participants

Fulcrum Partners. Human Resources

Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: The Elusive Search: Considerations for Locating Missing Retirement Plan Participants. You may read or download the full report as a PDF here.   Executive Overview Changes to the tax environment and Internal Revenue Service (IRS) policies are creating a need for …

DOL Going After Google’s Employee Compensation Data

DOL Going After Google’s Employee Compensation Data

Fulcrum Partners Executive Benefits News

DOL Going After Google’s Employee Compensation Data The following article on issues of employee compensation data was written by Jeffrey S. Kopp, partner and litigation attorney with Foley & Lardner LLP, and was published online at Labor & Employment Law Perspectives. It is republished here with permission of Jeffrey Kopp. Note: Mentions in this article of the EEOC refer to the …