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As a Plan Sponsor and Fiduciary, there is an obligation to secure and keep personal information of plan participants secure. The U.S. retirement model, which the Investment Company Institute values at over $5 trillion in 401(k) plan assets alone, has become an increased target of foreign hackers.
An employee stock ownership plan (ESOP) can help owners of closely held corporations who are approaching retirement age balance conflicting goals. This article talks about potential tax and other benefits of ESOPs.
Employee benefit plan sponsors have a fiduciary duty to ensure participant information and plan assets are protected from cyber threats and that there is a plan to respond to a data breach and mitigate any associated damages.
Don’t let IRS uncover compliance errors and disqualify your employee retirement plan. Here are some tips to avoid retirement plan disqualification.