by Matthew Spay | Jul 26, 2018 | Blog
Posted on March 29, 2018 by retirementtimesnewsletter Target date funds (TDFs) are an integral part of many deferred compensation programs around the country. They offer many advantages, particularly for participants who are not inclined to actively engage in an...
by Matthew Spay | Jul 24, 2018 | Blog
Posted on March 28, 2018 by retirementtimesnewsletter In the past year, class action lawsuits have been filed against the fiduciaries of the 403(b) plans of a number of major universities. One such action was filed against NYU. The plaintiffs in this case recently amended...
by Matthew Spay | Jul 17, 2018 | Blog
Posted on March 28, 2018 by retirementtimesnewsletter After many delays, some parts of the Department of Labor’s new Fiduciary Rule are once again on hold. This time for 18 months until the middle of 2019. The essence of the Fiduciary Rule is that any person making...
by Matthew Spay | Jul 12, 2018 | Blog
Posted on March 27, 2018March 27, 2018 by retirementtimesnewsletter President Trump signed the tax bill into law on December 22nd of last year, just under the wire of his self-imposed deadline of Christmas. The bill was originally known simply as the “Tax Cuts and...
by Matthew Spay | Jul 10, 2018 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of...
