Browse By

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.