Sarah Touzalin

Missing Participants – What To Do With Abandoned Accounts

Catching-Up On Catch-Up Contribution Changes

Coffee Talk With Benefits Episode 20: The ESG Evolution: Trends, Strategies, And Legal Insights (Podcast)

Coffee Talk With Benefits Episode 19: 401(k) Forfeitures Under Fire: Unpacking Recent Legal Battles

Coffee Talk With Benefits Episode 18: Understanding SECURE 2.0: A Deeper Dive Into The Rothification Of Employer Contributions (Podcast)

SECURE 2.0: Guidance On Exception To Early Distribution Penalty For Terminally Ill Individuals

"SECURE-Ing" The Answers To Outstanding Questions On The Rothification Of Employer Contributions

Coffee Talk With Benefits Episode 17: Long-Term Part-Time Employee Guidance

Coffee Talk With Benefits Episode 16: Junk Insurance (Podcast)

The Long Wait For The Long-Term Part-Time Guidance Is Over