Plan is exempt from the general requirement under Title I of ERISA requiring an independent audit. Address 807 South Oyster Bay Road
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Health Care and Social Assistance
Robert C. Goldsmith
Top Industry Articles
Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.
In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for its plan investment lineup, among other things.
The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.
A Program Letter lists compliance strategies for the agency for next year.
Articles and Questions
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
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