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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

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

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.



Tax Alert

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Andrioff, Joni
  • |

Tax Alert

Final 2020 Form W-4 released

The IRS has released the final version of Form W-4 reflecting changes to employee withholding from the Tax Cuts and Jobs Act.

  • Ellenwood, Tim
  • |