PRP News

Updates on 401k Management

Back to Normal-ish?

Back to Normal-ish?   No 401(k) topics today. No advice. No fiduciary tips. Just looking to be human for a minute or two. We at Pacific Retirement Partners are looking forward to returning to “normal” as we begin see the light at the end of the coronavirus...

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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,...

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