A recent Supreme Court ruling broadened the reach of states to impose sales and use tax obligations on remote sellers (including online and catalogue retailers) by putting an end to the physical presence test for establishing nexus for sales and use tax purposes.
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Target-Date Funds are typically managed to achieve a large account balance and to minimize the volatility of that balance. However, […]
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BlackRock’s 2018 Defined Contribution Pulse Survey highlights a growing concern among plan sponsors that their employees may have to delay retirement due to saving shortfalls.
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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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SLD’s new Walnut Creek branch will accommodate the Firm’s growth, providing a stronger local presence in the vital 680 Corridor, and new accessibility for the Firm’s clients and staff.
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A spotlight on Jenea Smith, CPA, Audit Director at Shea Labagh Dobberstein, as published in the firm’s October 2017 Employee Benefit Plans newsletter.
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The tax and accounting practice of Engelman Accountancy Corporation has joined Shea Labagh Dobberstein, effective January 1, 2018.
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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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Do you think the current 401(k) system is working? Do you think more data and analysis is necessary to inform […]
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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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