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Proposed New Requirements for Pooled Plan Providers

Fulcrum Partners Fulcrum Partners News

In order to remove possible barriers to the broader use of multiple employer plans, the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) of 2019 authorized the establishment of Pooled Employer Plans (“PEPs”), which are defined contribution plans that provide retirement benefits to employees of two or more unrelated employers funded entirely through individual retirement accounts.

Arrest Made in Retirement Plan Fraud Case

Arrest Made in Retirement Plan Fraud Case

Fulcrum Partners. Deferred Compensation News

Earlier this month, a federal grand jury indicted an Orange County, California man on charges related to retirement plan fraud. The U.S. Attorney’s Office for the Central District of California reported that the plaintiff has been charged with three counts of bank fraud and one count of aggravated identity theft after allegedly obtaining the personal information of an unspecified number of Boeing employees.

FAQs for Plan Sponsors Deferred Compensation

6 FAQs for Plan Sponsors #ICYMI from Fulcrum Partners

Fulcrum Partners Deferred Compensation News

6 FAQs for Plan Sponsors previously published 6.17.2019 Download as a PDF Question: Why do employers, as plan sponsors, offer deferred compensation plans? of employers offer deferred compensation plans in order to create a competitive benefits package of employers want to help plan participants save for retirement beyond the limits of qualified plans of employers believe a deferred comp plan helps …

Plan Sponsor Decisions

Plan Sponsor Decisions: Because Life Really IS Like a Box of Chocolates

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share these insights from our friends at Strategic Retirement Partners (SRP) Plan Sponsor Decisions: How Many Investment Options Should You Offer? Often a plan sponsor struggles with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many …

Security Tips for Plan Sponsors

6 Security Tips for Plan Sponsors to Help Participants Avoid Fraud

Fulcrum Partners. Executive Benefits News, Deferred Compensation News

Strategic Retirement Partners (SRP) share the following helpful tips for plan sponsors who seek to do all that they can to keep plan participant accounts secure and fraud-free. Six Easy Steps to Keep Your Plan Assets Safe Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but …

Plan Sponsors Need to Review Recovery and Anti-Assignment Provisions

Fulcrum Partners Human Resources

The following update was prepared by IslerDare PC and is shared here with their permission. You may download this report at Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors Employee Benefits Update (February 2016) or on the Resources Page (see Plan Sponsors) of the Fulcrum Partners website. Court Decisions Highlight the Need for Plan Sponsors to Review Recovery and Anti-Assignment …

More on How Section 409A Rules

Deadline Approaches for Health and Welfare Plan Sponsors to Supply Forms to Individuals

Fulcrum Partners Human Resources

The following update was prepared by IslerDare PC and is shared here with their permission. You may download this report at Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors Employee Benefits Update (February 2016) or on the Resources Page (see Plan Sponsors) of the Fulcrum Partners website. Recent ACA Guidance Provides Needed Relief for Health and Welfare Plan Sponsors Executive …

IRS Announces 2016 Pension Plan Limitations

It’s Up to Plan Sponsors to Track Loans, Hardship Distributions

Fulcrum Partners Fulcrum Partners News

It’s Up to Plan Sponsors to Track Loans, Hardship Distributions In providing guidelines for Plan Sponsors, the Internal Revenue Service makes it clear, even if you, as a Plan Sponsor, use a third party administrator (TPA) to handle participant transactions, you are ultimately still responsible for the proper administration of that retirement plan. Make sure you stay on top of all recordkeeping requirements. Recordkeeping for …