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Compass Articles

Compliance Testing Basics

Compliance Testing Basics

Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure …

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Retirement Plan Safe Harbors

Retirement Plan Safe Harbors

Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what …

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Special Edition: Fiduciary Rule

Special Edition: Fiduciary Rule

President Biden and his administration are focused on retirement security, as they announced on Tuesday, October…

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Q3 Litigation Landscape

Q3 Litigation Landscape

Litigation under the Employee Retirement Income Security Act (“ERISA”) continues at a rapid pace and with…

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Long-term Part-time Workers

Long-term Part-time Workers

SECURE 2.0 includes several provisions that are “dressed up” in bigger and better clothes than SECURE Act…

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Q2 Litigation Lessons

Q2 Litigation Lessons

ERISA breach of fiduciary duty litigation in both 401(k) and 403(b) cases continue to persist at a rapid pace…

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Form 5500

Form 5500

Running a retirement plan involves a lot of reminders, action items, forms and reports. One of the most important…

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Roth Roadblocks

Roth Roadblocks

You are probably tired of hearing about SECURE 2.0 by now and for good reason. It passed at the end of 2022…

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ESG Controversy Mounts

ESG Controversy Mounts

This month we take a break from our series of updates on SECURE 2.0 to address one of the hottest controversies in…

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Managed Account Basics

Managed Account Basics

What do participants (or employees) really want from their retirement plans? The same thing they want with everything...

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403(b) Plan Basics

403(b) Plan Basics

From company culture to retirement plan investment line-up, 403(b) plans are unique. Not too many years ago, 403(b)…

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IRS Pre-Exam Compliance Pilot

IRS Pre-Exam Compliance Pilot

Well-run retirement plans are not immune from being sued or selected for examination by the Internal Revenue…

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