by Natalie Harris | Oct 18, 2019 | Uncategorized
As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again reached that magical time of...
by Natalie Harris | Oct 18, 2019 | Uncategorized
With communication mediums like email, text, and IM’s becoming the standard in business industries worldwide, plan sponsors are becoming increasingly interested in abandoning paper processes for a more electronic means of communication with plan participants and...
by Natalie Harris | Oct 18, 2019 | Uncategorized
Fiduciary – the New “F” Word There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren’t previously considered...
by Natalie Harris | Jul 17, 2019 | Uncategorized
Dealing with Uncashed Distribution Checks and Missing Participants It is estimated that uncashed checks account for billions of dollars, representing a fortune of uncollected funds belonging to plan participants or beneficiaries that they are not able to use and also...
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