Newsletter Articles
We are pleased to provide periodically published industry articles that cover topics which may affect the operation and administration of your retirement plan.
Give them a read and let us know if you have questions about how the information may apply to your situation.
Year End Notice Round-Up
News You Can Use! for Advisors and CPAs: now’s the time to make sure everyone is ready for year-end requirements. Here’s a quick reference for some common year-end notices for retirement plans.
Update: Fiduciary Rule Changes, Again
The final fiduciary rule was released by the Department of Labor (DOL) in April 2024. The rule 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. Shortly after…
Fiduciary Rule Changes
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 changes that advisors need to be aware of to ensure…
IRS Releases Guidance on Automatic Enrollment under SECURE 2.0
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 procedures under the strict language of SECURE 2.0. This year, we bring an update that looks at new guidance recently released by the IRS.
What’s New In Washington: Legislative Update
Though there’s certainly nothing to rival SECURE 2.0,there are a number of retirement-related bills winding their way through Congress.
SECURE 2.0 Automatic Enrollment
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.
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