Ideas & Insights

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

The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.

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

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

Small business owners may be able to increase tax-beneficial retirement contributions with the use of a cash balance plan.

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

Specially designated districts designed to fuel economic growth where development has been stagnant offer investors tax-saving options.

When setting up or managing nonqualified deferred compensation plans, employers should consider several key questions.

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

Learn how RSM US Wealth Management periodically examines their asset allocation process and the outcome of a recent review.

Business owners need to consider the impact tax reform has on the benefits of retirement plan contributions.

Before investing, know the unpredictable nature of cryptocurrency, as well as potential security, regulatory, accounting and tax issues.

Appropriate planning techniques make it possible to maximize return, enhance tax efficiency and satisfy philanthropic ambitions.

Periodic self-audits can help ensure a company’s employee retirement plan is in compliance with the Department of Labor’s fidicuary process.

The DOL’s new fiduciary rules significantly expand the activities and roles that make someone an employee retirement plan fiduciary.

Fiduciaries of employee retirement plans are liable for losses due to any breach of duty, making it critical to have controls in place.

Secretary of Labor to analyze the impact of implementation of the conflict of interest rule and related exemptions.

Understanding the Department of Labor's regulations and how they pertain to your company's retirement plan.

Understanding the Department of Labor's regulations and how they pertain to your company's employee retirement plan.

Learn about asset location, where investors purchase and hold various types of investments with the goal of maximizing after-tax returns.