October Compliance Recap
Compliance Recap-October 2019 October was a relatively quiet month in the employee benefits world. The U.S. District Court for the Northern District of Texas vacated portions of the current rule […]
Innovative Myth Series #10: When Transferring Service Providers, There are no Pitfalls, Part 2 – Market Value Adjustments and Fixed Accounts
A new client engaged Innovative after they decided to transfer their current plan to a new service provider. After our initial investment review, we noticed there was an existing Stable […]
Diversity Discussion: Terms to Know
The concept of diversity is often presented to employees only in the negative – employees are told not to discriminate, or not to harass. But diversity is much more than […]
Should you Consider a Safe Harbor Contribution Feature?
Does your organization’s retirement plan frequently refund money to highly compensated employees (HCE)? Do you want to provide a great incentive to your employees to save for retirement and perhaps […]
Ryan Kastner Receives Young Professionals Leadership Award
Congratulations to our Vice President, Consulting, Ryan Kastner, for being named to Burlington County Regional Chamber of Commerce’s (“BCRCC”) Young Professionals Leadership Class of 2019. The award honors professionals under […]
Oral Health Awareness Month
Did you know that your oral health offers clues about your overall health — or that problems in your mouth can affect the rest of your body? Protect yourself by […]
September 2019 Compliance Recap
September was a busy month in the employee benefits world. The U.S. Senate confirmed Eugene Scalia as the new Secretary of the Department of Labor (DOL). The Internal Revenue Service […]
DOL Overtime Rule Change
On Sept 24th, the US Department of Labor (DOL) released a new rule, increasing the minimum salary level for exempt status to $35,568 per year for a full-time employee, effective […]
9 Employee Handbook Essentials
There are so many things that are essential to the employee handbook that it can be tough to know where to even start. We’ve got you covered. Below are 9 […]
5 Reasons To Hire the Right Financial Advisor For Your Retirement Plan
As an organization offering a retirement plan to their employees, plan sponsors are faced with decisions that can affect the entire organization. The plan design, investment line-up, and who the […]
