The IRS recently announced an extension to the deadline for plan document amendments related to 2019’s SECURE Act and 2020’s CARES Act. The initial deadline was Dec. 31, 2022. The new deadline for non-governmental plans is Dec. 31, 2025.
In a Twitter post recently, I quipped about the state of the retirement plan industry. For many years, mergers and acquisitions ...
On June 14, the Senate Health, Education, Labor and Pensions (HELP) Committee approved the Retirement Improvement and Savings ...
For more than a decade, providers of defined contribution plans have been trying to solve the real challenge of retirement ...
In what is becoming a familiar story, Washington University has agreed to settle the excessive fee lawsuit for $7.5 Million. This ...
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Over the last week, the topic of cryptocurrency has been top of mind for us and our plan sponsor clients. We have responded to ...
On April 4, the U.S. Government Accountability Office (GAO) released a report, “Defined Contribution Plans: 403(b) Investment ...
I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several ...
The House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022 on a 414-5 vote. The Act is ...
The IRS announced 2022 dollar limits on benefits and contributions for qualified retirement plans.
I started my career in retirement plans inauspiciously. I had graduated from the University of Iowa, was engaged to be married to ...