We want to congratulate our consultant and director of vendor services, Hailey Fields, for being distinguished as a 2024 PLANADVISER Emerging Leader.
On August 19,, the Internal Revenue Service (IRS) released interim guidance (Notice 2024-63) related to section 110 of the SECURE ...
ERISA (the Employee Retirement Income Security Act of 1974) is a federal law regulating employee benefit plans, including pension ...
We have a saying at the firm. The best recordkeeper conversion is the one you don’t have to do. However, the only thing worse ...
Your retirement plan consultant can play a helpful role in assisting you with your plan’s yearly plan audit. Retirement plan ...
Sign-up to receive our blog posts straight to your inbox.
The Department of Labor calls for employers to educate their committee members on their roles and responsibilities. Employees ...
Senators have introduced bill S.4917 to allow the use of Collective Investment Trusts (CITs) in 403(b) plans. This mirrors the ...
Cybersecurity threats are more frequent in today’s market than ever before. Data protection is critical, whether in the ...
In the complex landscape of retirement plan management, fiduciaries face numerous challenges, including maintaining the integrity ...
On June 28, the Supreme Court ruled in the case of Loper Bright Enterprises v. Raimondo, which overturned the well-known ...
Inflation & the Federal Reserve At their June meeting, the Federal Reserve continued to hold rates at 5.25-5.5%, a position ...