Retirement Plan Fees: Lack of Understanding Can Cost You
Limited knowledge of retirement plan fees can be detrimental to workers’ retirement savings, as well as to managers and owners who serve as fiduciaries to the plan.
Read MoreSince 1944, SLD has worked in partnership with generations of family-owned and closely-held businesses, nonprofits, and individuals in the San Francisco Bay Area. Our legacy of providing independent, objective advice continues to make reaching their objectives possible.
Limited knowledge of retirement plan fees can be detrimental to workers’ retirement savings, as well as to managers and owners who serve as fiduciaries to the plan.
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TDFs aren’t always managed in a way conducive to achieving a predictable, stable income stream in retirement. It may be worth considering an innovative TDF offering from Dimensional Fund Advisors (DFA).
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Target-Date Funds (TDFs) have become the Qualified Default Investment Alternative (QDIA) of choice for most 401(k) plans. Read more about the positive impact that TDFs have had for participants, plan sponsors and DC plans in general…
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The IRS recently announced the 2019 cost-of-living adjustments for a host of retirement plan limits.
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What are the fundamentals of ‘good process’ for 401(k) plans? This is discussed and should be of interest to all plan sponsors.
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We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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SLD is pleased to announce that effective January 01, 2019, Linda Spain de Bruin, MBA, has been named a Principal of the firm.
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SLD has expanded its tax practice in the Bay Area by merging in A. L. Nella, a long-time San Francisco-based tax firm, effective November 1st.
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Shea Labagh Dobberstein repeats as Best of the Best award winner for 2018. Streak runs to four years in a row.
Read MoreSLD offers the expertise of a large accounting firm in a family-like environment. We support the development and success of our professionals through training, mentoring, and other opportunities that lead to a fulfilling career.
