I work in retirement plans every day, so when a letter from the Employee Benefits Security Agency (EBSA) of the Department of Labor (DOL), shows up on my desk I take notice. Thankfully, the DOL was writing to ask my help. They were asking me to help clients ...
In a recent IRS newsletter (Issue No. 2015-4, April 1, 2015) the IRS reiterated the requirement that qualified retirement plan ...
On May 18, 2015 the Supreme Court of the United States ruled in favor of petitioners in Tibble Et. Al. v. Edison International ...
Over the past decade or so, I have reviewed countless management letters written by retirement plan auditors that cite a number ...
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We have the great fortune of being asked on occasion to speak on topics we care about deeply and think can impact our clients and ...
On Tuesday, March 11, 2014, the Department of Labor (DOL) issued a proposed rule (see the News Release) that would require ...
New Department of Labor disclosure and filing requirements seem to pop-up each year, making it more and more difficult to stay on ...