Auditor Spotlight: Yvonne Wu
A spotlight on Yvonne Wu, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s January 2020 Employee Benefit Plans newsletter.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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?
Read More
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.
Read More