by Filippo Balistreri | Jul 27, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper We have issued white papers on the EBSA’s guidance on their cybersecurity tips and what a service provider needs to do to be hired by the Plan Fiduciaries. This paper discusses the EBSA’s best practices for...
by Filippo Balistreri | Jun 29, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper Gone are the days of firing up the laptop, getting licensing and starting a retirement plan service provider business. Due to the activities of nefarious people, these are the days of being on guard against outside...
by Filippo Balistreri | May 25, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper Cybersecurity and the DOL/EBSA Part One The Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) has issued guidance to fiduciaries as to what the agency expects fiduciaries to do to...
by Filippo Balistreri | Apr 27, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper Over the years Plan Sponsors, Plan Administrators and Plan Trustees, (the Plan Fiduciaries) can amass a large amount of data and records. What to keep and what to destroy of those records is an annual dilemma as...
by Filippo Balistreri | Mar 30, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper The average retiree in the United States receives $1,200 per month in Social Security income. It has dawned on state legislatures that it is not possible in our current economy for a retiree to survive with any...
by Filippo Balistreri | Feb 22, 2021 | Uncategorized
Written by Kristian Kananen & Christopher Tipper As we all know the Employee Benefit Services Administration (EBSA) is charged with protecting the rights of qualified plan participants. This mandate extends to those participants who terminated employment and still...
