March 5, 2020
As of February 28, 2020, global stock markets have entered “correction” territory, defined as a 10% decline from the index high. This is in large part […]
March 2, 2020
Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very […]
March 2, 2020
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees are no longer eligible to participate […]
March 2, 2020
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement plan […]
February 27, 2020
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has a fiduciary responsibility when a former employee fails to […]
February 21, 2020
It’s America Saves Week! We all have heard the statistics about America’s saving habits. “Fifty percent of Americans have less than one month of their income saved […]