Team Member Spotlight: Sara Piamsomboon
Meet Sara Piamsomboon from the San Francisco office!
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Team Member Spotlight: Alexandra Farinas
Meet Alexandra (Alex) Farinas from the San Francisco office!
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Spending Behavior May Be Key to Retirement Savings: Key Observations
A recent study sheds light on why savings alone may not provide the full financial picture when it comes to retirement savings rates among 401(k) participants with similar incomes. The implications of the research findings for plan sponsors will be explored here in the second article of our two-part series.
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Spending Behavior May Be Key to Retirement Savings: Research Results
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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Auditor Spotlight: Andrew Kim, CPA
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 Your 401(k) Could Look Like in the Future: DC 3.0
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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SECURE Act: Implications for Plan Sponsors in 2020
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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How the CARES Act Impacts 401(k) Plans
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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