Remember that you can file a plan amendment removing Safe Harbor with at least 30 days advanced notice to plan participants. The plan administrator can prepare a plan amendment for a nominal fee. However, your Safe Harbor Contribution must be funded from the first day of the Plan Year up to the effective date of the...
Often times, when we are engaged by our new clients to assist them with overseeing their organization’s retirement program(s), we often find that they are unfamiliar with their fiduciary responsibility.  Here are a few simple questions to assist you in determining if you may be considered a plan fiduciary: Does your company currently offer a...
Brio Benefit Consulting has earned the distinction of being named one of the 2020 Best Companies to Work for in New York! Brio is one of 75 Best Companies to Work for in New York State and will be honored at a gala hosted by New York State Society of Human Resource Management (NYS-SHRM). “Brio...
From everyone here on the Brio team, we would like to wish everyone a happy holiday and wonderful New Year. We hope you have a healthy, happy, and prosperous 2020! On behalf of our clients we are making a donation to the Tunnel to Towers Foundation.
Cigna announced earlier today that its group life and disability insurance units have been sold to New York Life Insurance for $6.3 billion. All indicators show that this move is not expected to create immediate changes for policyholders. If you have any questions regarding this change, please reach out to your Brio Strategy Managers. We will...
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