Benefitting You! 

April, 2013  
In This Issue
Ten "Best Practices" for Plan Administrators
Plan Sponsors: Annual Particpant Notice Requirements
Learning Management Systems: Be Ahead of the Curve!
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Ten "Best Practices" for Plan Administrators
Written by Rafal Tkacz, Sobel & Co.
We recognize that today's Plan Administrators are faced with many sophisticated issues and challenges, keeping up with changing regulations in order to remain at the cutting edge - gathering information while ensuring that their company's plan is managed appropriately and efficiently.

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Plan Sponsors:  Annual Participant Notice Requirements

Submitted by Michael Israel, CFP® - Director- Investments

Katz Israel Katz Private Client Group of Oppenheimer & Co.

Michael Israel

Plan sponsors are required by the Internal Revenue Services (IRS) and/or the Department of Labor (DOL) to provide notices to eligible employees and plan participants at specific times of the year related to the status of the plan or the participants' accounts.  

 

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Learning Management Systems:  Be Ahead of the Curve!
Written by Molly Lockwood
Director of Human Resources, Sobel & Co.
Molly
Human Resource professionals often have responsibility for providing educational opportunities for the company's employees.  It is an important role because it is proven that knowledgeable staff creates a competitive edge for any organization.

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