Insurance for Liability in 401k Operations

What kind of liability coverage and insurance are available to cover a 401(k) Plan?   There are three types of insurance policies you can utilize to cover your liability in operating a 401(k) Plan. The fidelity bond coverage is required, the other two are...

Retirement Plan Document Retention

Retirement Plan Document Retention ERISA regulations state that plan and participant documents, records, reports, and information must be retained for a period of six years after the filing date or, in some cases, retained in perpetuity. Here is a basic list of items,...