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Cybersecurity and 401(k) Plans – What’s Next for Plan Sponsors?

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.

ESOPs Offer Business Owners Tax-Efficient Exit Strategy

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.

Cybersecurity and Employee Benefit Plans

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.