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...
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...
