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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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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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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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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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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Is Your Plan Committee in Need of Fiduciary Training?
There is concern that fiduciaries are not sufficiently educated about their basic responsibilities, especially their administrative oversight duties. Does your plan committee need training?
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401(k) Contribution Limits to Increase in 2019
The IRS recently announced the 2019 cost-of-living adjustments for a host of retirement plan limits.
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Retirement Plan Fees: Lack of Understanding Can Cost You
Limited knowledge of retirement plan fees can be detrimental to workers’ retirement savings, as well as to managers and owners who serve as fiduciaries to the plan.
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Lessons Learned from Class-Action Lawsuit Decision
What are the fundamentals of ‘good process’ for 401(k) plans? This is discussed and should be of interest to all plan sponsors.
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Year-End Tax Planning Moves in 2018
We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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