The content on this website is intended for general informational purposes only and cannot be construed as advice or opinion provided by Shea Labagh Dobberstein CPAs, Inc. It is quite possible that the information provided here, while seemingly applicable to your financial situation, is in fact not applicable given your particular circumstances. It is strongly advised that you contact an independent advisor before acting on any information presented.
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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Despite the popularity of target date funds, should sponsors have concerns about offering them in the plan investment menu? The […]
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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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