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Ideas & Insights

 




Insight Article

2021 Saver’s Credit

Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.


Insight Article

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.


Insight Article

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.


Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.





Insight Article

Retirement Report: First Quarter 2021

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.


Insight Article

Exploring big tech market leadership

Market dominance by a narrow number of stocks has tempted investors to abandon diversification which is not the best long term strategy.








Insight Article

Retirement Report: Second Quarter 2020

In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.



Insight Article

Retirement Report: First Quarter 2020

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.



Insight Article

Retirement Report: Fourth Quarter 2019

In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.


Insight Article

What is a new comparability plan?

A new comparability plan is a qualified defined contribution profit-sharing plan that’s age weighted and common among small businesses.

  • Chiodo, Mary
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Insight Article

What is retirement plan benchmarking?

Learn about the importance of regularly benchmarking your company’s 401(k) plan and what steps you should take.

  • Mattia, Joe
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Insight Article

Aperio equity sale: What does it mean?

Aperio Group, LLC recently announced that Golden Gate Capital plans to acquire an 85 percent majority equity stake in the firm. Learn more.













Tax Blog

Pension maximization (or "pension max")

Pension max is often offered to individuals as a way for couples to more affordably manage life insurance expense. But as with many financial ...





Insight Article

Do I owe US tax on my foreign pension plan?

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

  • Kowalska, Patrycja
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