Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. In this two-part blog series, we’ll cover each provision one at a time. The first provision is mandatory and provides that catch-up contributions ...
Cyberattacks have continued recently, including one major cyberhack on Equifax, which reportedly resulted in the stolen personal ...
In the retirement plan industry, conducting regular 401(k) or 403(b) audits is essential to ensuring compliance and optimizing ...
A few weeks ago, I hopped out of my car and strolled up the walkway at a client’s place of business. For a moment, I was less ...
The benefits of conducting a vendor search substantially outweigh the potential short-term inconveniences. This two-part series ...
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This last blog in our series on advisor independence includes key action items for plan sponsors. To understand the context of ...
Earlier this year, The Federal Reserve Bank of New York reported that household debt balances set a record high of $17.05 ...
SECURE 2.0 provides two optional opportunities for plan sponsors to provide participants access to funds for emergencies that ...
The U.S. economy rose at an annualized pace of 2.0% in the first quarter of 2023, a decrease from the fourth quarter of 2022 when ...
The Yale University case is one of the first excessive fee suits filed against a university 403(b) plan, and it has finally been ...
In our second blog in this series, we will dive deeper into the litigation surrounding managed accounts. When advisors and ...