Tag: retirement plan

Rethinking PTO With a Convertible Plan

Rethinking PTO With a Convertible Plan

Paid time off (PTO) presents a unique challenge. It consistently ranks among employees’ most sought-after benefits. But PTO is also among the most underused offerings. According to The Harris Poll, 78%…

Learn More About Required Plan Disclosures

Learn More About Required Plan Disclosures

Learn More About Required Plan Disclosures   In 1974, Congress passed the Employee Retirement Income Security Act (ERISA). ERISA set thresholds for employers sponsoring group plans (plan sponsors) to protect participating employees and…