Month: July 2025

ERISA Record Retention: What Every Plan Sponsor Needs to Know

ERISA Record Retention: What Every Plan Sponsor Needs to Know

Maintaining accurate and complete records for ERISA-covered benefit plans is not just good business practice; it’s a critical responsibility for plan sponsors. Missing documentation can create significant liabilities. For example, if a former employee, or even their...

Breaking Down the One Big Beautiful Bill Act: What It Means for You

Breaking Down the One Big Beautiful Bill Act: What It Means for You

On July 4, 2025, the One Big Beautiful Bill Act (OBBB) was signed into law. This sweeping piece of legislation makes many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions permanent, while introducing new deductions and tax relief measures for businesses,...