by Taylor Brown | Oct 17, 2024 | Uncategorized
Regular readers will remember that we wrote in last quarter’s newsletter 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 fiduciary and what...
by Taylor Brown | Oct 17, 2024 | Pension Pulse
Cash balance plans are becoming increasingly popular for higher income small-to-medium sized business owners. We recently published our cash balance primer (link) which goes into detail on the plan type. However, one topic we are frequently asked by plan sponsors and...
Recent Comments