Are Your Target Date Funds Putting You at Risk?
Should plan sponsors have concerns about offering TDFs in the plan investment menu despite their popularity? The short answer is “yes.” TDFs can increase a plan sponsor’s fiduciary liability.
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Employee Benefit Plan Newsletter – January 2020
Despite the popularity of target date funds, should sponsors have concerns about offering them in the plan investment menu? The […]
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401(k) Hardship Withdrawals Become Easier
The IRS issued a final rule in September 2019 that not only makes it easier for participants to take a hardship withdrawal, but eases the plan sponsor requirements.
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SLD Named Among Forbes’ 2020 List of ‘America’s Top Recommended Tax & Accounting Firms’
“This speaks to the high caliber of work our experienced professionals consistently exhibit, as well as the firm’s ceaseless commitment to helping our clients attain their goals.”
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Year-End Tax Planning Moves in 2019
We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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SLD Ranked Among INSIDE Public Accounting’s 2019 Top 200 Firms
Shea Labagh Dobberstein is proud to be among IPA’s Top 200 group of firms.
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75 Years and Counting…
Shea Labagh Dobberstein is proud to be part of the Bay Area’s history as it marks its 75th year in business in 2019.
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Employee Spotlight: Tina Lin
A spotlight on Tina Lin, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s May 2019 Employee Benefit Plans newsletter.
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Employee Benefit Plan Newsletter – May 2019
There is concern that fiduciaries are not sufficiently educated about their basic responsibilities, especially their administrative oversight duties. Is your […]
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Will 2019 Be the Year That Major Retirement Plan Legislation Finally Gets Passed?
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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