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THE BALDWIN GROUP INSIGHTS
Guiding your journey with our expertise
Toggle between our key segments to find the right insights and resources:
Retirement
Be mindful of IRS and DOL Form 5500 red flags
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use the filing...
Retirement
Pay Plan Expenses with Plan Assets – How and When
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and...
Retirement
Understanding 3-21 and 3-38-Fiduciary-Services
3(21) and 3(38) Fiduciary Services Plan sponsors are required by ERISA to provide an investment lineup for participants that has...
Talent and Acquisition
Invest in Vocational Trade Jobs
8 recruiting tips to hire for skilled trades More than 74% of manufacturers say their main business challenge today is...
Baldwin Bulletin
Updated Cybersecurity Guidance for Employee Benefit Plans
In Compliance Assistance Release No. 2024-01, the U.S. Department of Labor’s Employee Benefits Security Administration (“EBSA”) confirmed that the cybersecurity...
Baldwin Bulletin
Upcoming Compliance Deadlines - November
Employers must comply with numerous reporting and disclosure requirements in connection with their group health plans. Please note the following...
Baldwin Bulletin
2024-2025 ACA Reporting Office Hours with BRCC Compliance Experts
The BRCC announces a new series of open office hours with our ACA compliance experts, designed specifically for the 2024-2025...
Baldwin Bulletin
2025 Open Enrollment Checklist
To prepare for open enrollment, employers who sponsor group health plans should be aware of compliance changes affecting the design...
December 18 2024
An Introduction to Captives in the Employee Benefits Arena
Description: An introduction to the captive vehicle for employer sponsored employee benefits… Speakers: Nick Getz (S)Marie Smith (M) Time: December...
November 27 2024
Understanding the dynamics of PEO Offerings and Employer Lessons Learned from PEO Exits
Description: Engaging a Professional Employer Organization (PEO) is an important business strategy for small and mid-sized employers. PEOs take the...
October 30 2024
Spouses, Dependents, and Adult Dependents – Age and Relationship Considerations in Employee Benefits
Description Age considerations in ERISA and the Tax Code related to rights and restrictions in the instance of a spouse,...
September 25 2024
Making the Switch from Fully Insured to Self-funded
Description: Employers are under an ever-increasing strain to offer competitive benefit packages designed to both attract and retain employees, all...