COMPLIANCE ALERT

Upcoming compliance deadlines: 10/1     First day to distribute qualified default investment alternative (QDIA), safe harbor, and automatic contribution arrangement annual notices to plan participants (no earlier than today) 10/1     Deadline for establishing a new...

Investment Option Overload?

A cautionary tale from Yale University   When it comes to defined contribution plan investment options, giving participants an abundance of choices can backfire. Yale University recently dodged a bullet in this regard when it beat back — at least initially — a...