Employees depend on plan sponsors to manage the plan in the best interest of all participants. A poorly designed investment menu can cripple participant outcomes and investment performance. Behavioral finance research suggests that participants are overwhelmed when offered too many investment options. The negative impacts of this are discussed on Page 3.Read More
Plan sponsors plan to have an elevated focus on employee financial wellness in 2017. Do you know that plan initiatives don’t need to be large and costly to make a big impact? Here’s why…Read More
401(k) Investment Menus: Does Your Plan Investment Menu Design Have a Negative Impact on Your Participants?
A poorly designed investment menu can cripple participant outcomes and investment performance. Behavioral finance research suggests that participants are overwhelmed when offered too many investment options.Read More
Over the past several months, Congress and the IRS promulgated tax provisions, extending tax savings opportunities that benefit real property owners and clarifying new rules regarding the Foreign Investment Real Property Tax Act (“FIRPTA”). Some of these provisions allow taxpayers to accelerate deductions or claim tax credits. In this newsletter, you will learn about some of the provisions affecting real property, as well as recent trends in multi-family housing within the San Francisco Bay Area.Read More
A summary of some of the recent provisions affecting real property.Read More
Doors are open to you at Shea Labagh Dobberstein. To find out more, and get to know the firm’s culture and number one asset – its exceptional people – watch our recruiting video.Read More
Shea Labagh Dobberstein is pleased to announce that three of its directors have been promoted to principals: Marc Armstrong, CPA, CFA, MBT; Liza T. Belale, CPA; and Chika Shimada, CPA.Read More