In August 2021, the Department of Labor submitted new proposed ESG rules to the White House's Office of Management and Budget — the last step before publishing regulations. The proposed rules should be published before the end of this year. Learn more.
We know a strong retirement savings strategy is critical for all working Americans. But why are there two classes of retirement plans and how are they different? Learn more.
Greater media attention has caused Bitcoin interest to surge. However, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Learn more.
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”.
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.
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.