It takes time and money to create a document retention plan, but it’s even more costly to wait until litigation is pending to determine how to get needed information. “The work done on the front-end ...

Both Employee Retirement Income Security Act (ERISA)-governed and non-ERISA 403(b) plan sponsors need to start working on any plan restatements now. The last day of the 403(b) plan remedial amendment ...

In prior posts, I have discussed the importance of having up-to-date investment policy statements. Not only are they a good proof of diligence on the part of fiduciaries (assuming they are followed) ...

A U.S. district judge on Tuesday praised the schedule setup in a revamped technical documentation project that’s part of the four-year-old antitrust settlement between Microsoft and the U.S.

The Internal Revenue Service (IRS) has begun accepting determination letter applications for individually designed 403(b) plans. An individually designed 403(b) plan is generally one that is not ...

Formulating a detailed recovery plan is the main aim of the entire IT disaster recovery (DR) planning project. It is in these plans that you will set out the detailed steps needed to recover your IT ...

What should be in your business plan? Creating a business plan is a key part of starting any business venture. Even if you’ll never use it in this format for attracting investors and raising capital, ...