As you can see, we have redesigned our website and have begun implementing exciting new features, such as this blog and our new Pension Portal program. The Pension Portal is designed to make it easier for our clients by giving them “on-demand” access to electronic copies of their documents, annual reports, and other forms necessary for proper operation of a qualified retirement plan. Additionally, the portal will provide our clients with secure “drop box” features that will allow us to transfer documents back and forth in an even more secure environment.
If you’re interested in getting into the Pension Portal program earlier than our official roll out, please contact your plan administrator at (727) 577-7000.
Going forward, we plan on using this blog to keep our clients up-to-date on the most recent developments in the retirement industry. We’ll also explain some of the more commonly misunderstood (but crucial) concepts involved in sponsoring a qualified retirement plans. If you have any issues you’d like to see addressed, please contact Martin Burke at MBurke@eERISA.com.
There are many industry-wide changes that will affect plan sponsors this year, so you’ll want to bookmark this blog and watch for upcoming discussions on such issues as required fee disclosures, changes to the determination letter process, and suggestions for ways you can lower your plan costs.