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DOL Crypto Risk Compliance Assistance

The DOL’s Compliance Assistance Release No. 2022-01 urges plan fiduciaries to exercise ‘extreme care’ before they consider adding a cryptocurrency option to a retirement plan’s investment menu.The goal of the compliance assistance is to protect the retirement savings...

Keep Your Plan Assets Safe

Six Easy Steps to Keep Your Plan Assets Safe Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their personal...

Student Loan Repayment Program

Student Loan Repayment Program UpdateOn August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed an individual plan sponsor’s desire to amend their retirement plan to include a program for employees that were making student loan...

Plan Conversion in Volatile Markets

To Move or Not to Move (in Times of Extreme Market Volatility), That is the QuestionYour team has undertaken the due diligence to research various service providers. Based on a myriad of data points, experience, potential interviews of candidates, internal analysis...