by Matthew Spay | Jul 3, 2018 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there could be...
by Matthew Spay | Jun 28, 2018 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority of the Department of Labor (DOL). In every plan audit conducted by the DOL, the investigator looks to...
by Matthew Spay | Jun 26, 2018 | Blog
Posted on February 28, 2018March 12, 2018 by retirementtimesnewsletter The last few weeks proved that stock market volatility really never went away, even if it was forgotten. With the S&P 500 dropping more than 7 percent at in the first week of February¹, it is...
by Matthew Spay | Jun 21, 2018 | Blog
Posted on February 28, 2018March 12, 2018 by retirementtimesnewsletter From Wall Street Journal articles and editorials in Barron’s, to Facebook posts and holiday dinner conversations, Bitcoin is everywhere. This is not surprising when you consider Bitcoin’s...
by Matthew Spay | Jun 19, 2018 | Blog
Posted on January 26, 2018 by retirementtimesnewsletter Many individuals have recently been significantly impacted by both the hurricanes and California wildfires and the Internal Revenue Service (IRS) provided relief for qualified individuals in retirement plans...
