401k Management


Remote Work and Retirement Education

Remote Work and Retirement Education Joe Fleischmann, Partner, Plan Consultant I read a recent survey (2022 survey conducted by Advanced Workplace Associates) of nearly 10,000 office workers, of which only 3% say they want to return to the office five days a week. ...

Handle with Care: 401(k) Cybersecurity

Handle with Care: 401(k) Cybersecurity Even casual followers of the news know that the safeguarding of personal and sensitive data is a serious matter. And although the most publicized cases of people’s personal information being exposed are usually associated with...

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...

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,...