Communication

Five Tips for a Successful Benefits Open Enrollment

Kathy Bergstrom, CEBS
 

The arrival of fall signals the start of benefits open enrollment season for many organizations. A 2020 International Foundation survey found that benefits open enrollment periods most often begin in October and November—which means open enrollment starts in just a few weeks […]

Addressing the Unique Needs of the LGBTQ+ Community

Anne Newhouse
 

Strategies for creating the best mix of employee benefit plans are as varied as the organizations that offer them. In the current business climate, especially coming out of the pandemic period, attracting and retaining the best employees feels like an art form […]

What Retirement Plan Sponsors Need to Know About Spousal Consent and Remote Witnessing

Jenny Gartman, CEBS
 

The Treasury Department and the Internal Revenue Service (IRS) temporarily allowed, in light of COVID-19 pandemic restrictions, electronic alternatives to physical presence requirements for retirement plan participants’ elections that required spousal consent. The two allowed alternatives were remote witnessing by notaries public […]

Three Trustee Actions During Market Volatility

Jenny Gartman, CEBS
 

Recent bank failures and resulting market volatility have captured headlines in recent weeks, and many individual investors reacted quickly. However, when it comes to fulfilling their fiduciary duty in the face of unexpected news, trustees should remain calm to avoid costly investment […]