Social Media Ideas for Employee Benefit Plans

How Benefits Tie into Financial Plans!

Financial plans are the backbone of your business. They help you determine your operating costs, employee salaries, and benefits payments. In fact, financial plans allow you to map...

DOL Issues Enforcement Guidance for Pension Benefit Statements

On May 12, 2026, the U.S. Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA) issued Field Assistance Bulletin (FAB) No. 2026-02 addressing its temporary e...

MJ Companies adds benefits compliance director amid ERISA liability surge

Fiduciary breach lawsuits against employer plan sponsors are rising, and law firm talent is moving to meet the demand

DOL Clarifies ERISA Treatment of Trump Accounts

Beyond the 401(k): Why Physicians Are Turning to Defined Benefit Plans

Most of the physicians we work with have a 401(k) story that sounds the same. They start funding it the ... Read more

When Personal Security Is a Perk: SEC Reporting and Income Tax Implications for Corporate Security Benefits

Education or Advice? How Retirement Plan Sponsors Can Boost Retirement Literacy While Avoiding ERISA Fiduciary Liability

DOL- Trump Accounts Not Subject to ERISA Standards

Evolving Fertility Benefits: Proposed Regulations and What They Mean for Employers

Key Components of Employee Benefits Payroll

Discover the essential elements of employee benefits payroll in our comprehensive guide. Learn how to effectively manage and optimize payroll processes to enhance employee satisfac...

How do we handle benefits following the death of an employee?

Question:  How do we handle benefits following the death of an employee? Answered by the HR Experts:  Some benefits need to be paid or transferred to beneficiaries, while others mu...

Fast Facts About the Proposal for Excepted Fertility Benefits

Workplace Strategies Watercooler 2026- Your Ultimate Checklist for Leaves, Accommodations, and Benefit Plan Compliance [...

In this installment of our Workplace Strategies Watercooler 2026 podcast series, shareholders Tina Bengs (Chicago/Indianapolis), Joseph Cartafalsa (New York), and Michael Riccobono...

ERISA Disability Claims: What Your Employer Won’t Tell You About Fighting Back

If you receive disability insurance through your employer, you might assume that filing a claim will be straightforward. After all, you’ve paid for coverage—either directly or thro...

6 Key Features To Look for in Benefits Administration Software

The best benefits administration software provides key features such as enrollment planning, integration with payroll and HR systems, compliance with benefits regulations, multiple...

Proposed Rules May Expand Access to Fertility Benefits, but Key Questions Remain

In May 2026, the Departments of the Treasury, Labor, and Health and Human Services (collectively, the “Departments”) published proposed rules that would establish a new category of...

Litigation Risk: MEPs Touted as Cost-Efficient, but Class Actions Suggest Otherwise

An MEP is different from a single-employer 401(k), where identifying the fiduciary is more straightforward. Such fragmentation creates ambiguity—and ambiguity tends to generate lit...

Are Prenups the New 401(k)? Why Business Owners Should Consider Providing Prenup Benefits to Their Employees

Employee Benefits During Times of Financial Stress If you have ever taken a vacation with paid time off, received an employer-matched contribution to your retirement account, or be...

Required Minimum Distributions and IRA Structuring for Multiple Beneficiaries: An Analysis of Private Letter Ruling PLR...

PLR 202624001, June 12, 2026 The proper administration of retirement accounts upon the death of an owner is a critical area of tax law, particularly when multiple beneficiarie...

Outdated Assumptions, New Exposure: What Southern Company Means for Defined Benefit Plans

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

Your 401(k) Committee Playbook: AI Minutes, Privilege Risk, and Getting the Right People in the Room

US Department of Labor issues guidance clarifying Trump Accounts are not generally employee pension benefits plans

WASHINGTON – The U.S. Department of Labor today issued guidance clarifying that employer contributions made to a minor child’s Trump Account will not generally be subject to Title...

US Department of Labor issues guidance clarifying Trump Accounts are not generally employee pension benefits plans

WASHINGTON – The U.S. Department of Labor today issued guidance clarifying that employer contributions made to a minor child’s Trump Account will not generally be subject to Title...