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Category: Retirement Plans
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Common Fiduciary Errors to Avoid

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Learn more.

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Retirement Plan Committee Activities

What are the activities and the role of a retirement plan committee? Learn more about ERISA requirements.

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Excessive Fee Litigation: The Best Defense is Compliance

Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that we now have more caselaw to consider as we work toward compliance in creating a “best defense”.

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Small Business Tax Guide, Resources for CARES Act

On March 28, 2020, Congress passed the CARES Act, providing an array of provisions to help the economy. Here's a guide and links to valuable resources.

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New CARES Act is Valuable Toolkit for Small Business Owners

The Coronavirus Aid, Relief, and Economic Security Act (or CARES Act) is more than a stimulus package, it's a toolkit for business owners to keep the lights on and care for their employees.

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401(k) Participant Contribution Limits to Increase in 2020

The IRS has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. Learn about the increase in limits for participant contributions.

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Retirement Plan Sponsor's Fiduciary Obligations 101

Learn about the fiduciary obligations of today's retirement plan sponsors.

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Getting It Done in 2019: Retirement Legislation

Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Hardship Withdrawals Just Got 'Less Hard'

Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.

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