Retirement plans are often overlooked when companies merge or undergo an acquisition. Learn more about the differences between asset sales and stock sales by downloading our mergers + acquisitions flyer.
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So far Lisa Baisler has created 96 blog entries.
Don't let your plan participants make mistakes when designating a beneficiary. Download our Beneficiary Designations Guide on common mistakes and how to avoid them.
Help your plan participants with their rollover options with this chart and information from the IRS - IRS Plan Type Chart.
Compliance testing is critical to keeping your plan qualified. Learn more about Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) testing with this list of frequently asked questions.
Randall & Hurley recently acquired a new branch in Helena, Montana (previously Employee Benefit Resources). We are excited to join with this talented group of people! Download our official press release for more information.
We've updated our Administration & Compliance Guide to reflect changes to certain deadlines due to recent legislation. We encourage you to download the revised version of this document.
Friday, December 22nd our office will be closing at 2pm. Monday, December 25th our office will be closed, as will the markets. No trades will be processed. Happy Holidays!
Wednesday, November 22nd our office will be closing at 2pm. Thursday, November 23rd our office will be closed, as will the markets. No trades will be processed. Friday, November 24th our office will be closed. Markets close at 1pm. Happy Thanksgiving!
Mark your calendars! Our site will be under maintenance starting at 6:00 PM on October 20, 2017. Normal functions will resume by end of day October 22, 2017.
Guide To Participant Disclosures We have compiled a reference guide of the most common plan disclosure requirements below. For a full and detailed list of requirements, please review the Department of Labor’s overview. DOWNLOAD