Survey on DC Plans: Plan Sponsors Are Concerned
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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Next Generation Target Date Funds: Giving a Clearer View of the Path to Retirement
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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Shea Labagh Dobberstein CPAs Expands Bay Area Presence with New Office
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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Employee Spotlight: Jenea Smith
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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Engelman Accountancy Corporation Joins Shea Labagh Dobberstein
The tax and accounting practice of Engelman Accountancy Corporation has joined Shea Labagh Dobberstein, effective January 1, 2018.
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Employee Benefit Plan Newsletter – October 2017
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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Does Plan Design Matter? New 401(k) Research Released
Do you think the current 401(k) system is working? Do you think more data and analysis is necessary to inform […]
Read MoreTarget-Date Funds: A Simpler Investment Choice
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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SLD Launches COR2E Accounting Solutions
SLD COR2E ACCOUNTING SOLUTIONS provide end-to-end accounting services, from processing daily transactions to year-end tax and audit preparations.
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SLD Recognized as ‘Best of the Best’ Firm for 2017
“Our team here has worked hard to ensure our clients are served with the most talented, responsive and consistent accounting and advisory services possible,” said James R. Dobberstein, Managing Principal at SLD.
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