Forward Thinking

Timely topics with plan fiduciaries in mind.

ERISA Compliance

New Retirement Plan Loan Default Rules

Hopefully while you were celebrating the holidays this year you noticed the U.S. Congress passed, and on Dec. 22, 2017 President Trump signed into law, the Tax Cuts and Jobs Act (TCJA). While there were proposals to make significant changes to the tax status ...

3rd Quarter 2017 Market Update

3rd Quarter 2017 Market Update

The U.S. economy grew at an annualized rate of 3.1% in the most recent quarter, recording its quickest pace in more than two ...