Since 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.
There is concern that fiduciaries are not sufficiently educated about their basic responsibilities, especially their administrative oversight duties. Does your plan committee need training?
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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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Two proposed bills could bring new opportunities for plan sponsors and participants. Key objectives of the bills include increasing coverage and savings, reducing the cost and administrative burden for plan sponsors, and facilitating lifetime income options.
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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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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.
