by Taylor Brown | Sep 27, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common...
by Taylor Brown | Sep 27, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs Regular readers will remember that we wrote in July about the final fiduciary rule, released by the Department of Labor (DOL) in April of this year. The rule finalized a new definition of who qualifies as an investment advice...
by Taylor Brown | Jul 10, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs In April 2024 the Department of Labor (DOL) finalized a new definition of who qualifies as an investment advice fiduciary and what those individuals must do in order to receive a fee for providing that advice. These rules make...
by Taylor Brown | Apr 19, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs SECURE 2.0 continues to be a hot topic as the provisions become effective and we get additional insights and guidance from the regulating agencies. Last year, we published an article looking at the new automatic enrollment...
by Taylor Brown | Apr 19, 2024 | Uncategorized
Though there’s certainly nothing to rival SECURE 2.0,there are a number of retirement-related bills winding their way through Congress. Technical Corrections for SECURE 2.0 The only bill likely to pass this year is a bill to make several corrections to provisions of...
by Taylor Brown | Apr 19, 2024 | Uncategorized
SECURE 2.0 continues to be a hot topic as the provisions become effective and we get additional insights and guidance from the regulating agencies. Our focus on SECURE 2.0 continues with a look at SECURE 2.0’s automatic enrollment provisions. A Brief Refresher SECURE...
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