A recent study shed light on how spending patterns, not just savings, can impact plan participants savings. Revealed here are commentaries on the implications of the research findings for plan sponsors.
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“…Through their efforts and dedication, our professional staff have made this achievement possible,” said James R. Dobberstein, Managing Principal at SLD.
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Shea Labagh Dobberstein is proud to be among IPA’s Top 200 group of firms.
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Why do participants with similar incomes have different retirement savings rates? A recent study sheds light on why savings alone may not provide the full financial picture.
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A spotlight on Andrew Kim, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s May 2020 Employee Benefit Plans newsletter.
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What’s next for retirement plans? Future plan characteristics are likely to include plan consolidation, hyper-customization, and retirement income solutions.
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The SECURE Act is the first comprehensive legislation effecting retirement plans in over a decade. Plan sponsors should start assessing the consequences of the Act now, especially as many provisions are effective in 2020.
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SLD has formed a new Financial Advisory Services (FAS) practice focused on providing accounting and analysis to companies in turnaround, workout or transition.
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Plan sponsors should be aware of three provisions that impact 401(k) plans, following the recent passage of the $2 trillion coronavirus-relief legislation.
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