October 13, 2020
It’s fairly common for discussions of retirement planning to focus solely on the financial aspects of securing a comfortable retirement. But, few individuals may take the […]
September 28, 2020
Ah, retirement! Finally, there will be time to relax, free from financial worry. Many people think of retirement as a time to travel or pursue special […]
July 27, 2020
It’s important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few […]
July 27, 2020
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary rules. […]
July 26, 2020
For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. According to a 2020 […]
June 25, 2020
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the […]