Ideas & Insights

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

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

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

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

A consequence of COVID-19 reductions is potential partial plan termination. Learn the requirements of a partial plan termination.

The responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee.

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

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

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

In this issue, we discuss financial wellness and the benefits to your workforce.

In response to extreme bouts of market volatility, index providers disregard their standard rebalancing practices.

In this issue, we discuss four red flags that the IRS and the Department of Labor look for on Form 5500 filings.

These Frequently Asked Questions will help you understand the stock options you have been granted and their tax consequences.

Municipal bonds have a long history of capital preservation in stressful periods and enjoy a number of foundational strengths.

Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.

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

Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.

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.