Communication

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 […]

Three Ways to Celebrate National Employee Benefits Day Today

Anne Patterson
 

If you’re reading this, you probably work in employee benefits—which means today, National Employee Benefits Day (NEBD), is all about YOU! It’s a day to take a step back, look at the incredible work you do for plan participants, and know your […]