Financial Services & Wealth Management News

plan sponsor

March 4, 2019

Department of Labor Issues Relief Guidance for Victims of California Wildfires

The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires. The DOL recognizes […]
February 6, 2019

Hey Joel, What Are The Risks For Late 5500 Filings?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
January 30, 2019

IRS Guidance Indicates Employer Contributions to Retirement Plans may be Linked to Student Loan Payments

In August, the Internal Revenue Service issued a private letter ruling (PLR) clarifying that employer contributions to retirement plans may be tied to student loan payments. […]
January 3, 2019

Hey Joel, Will hardship suspensions go away in January 2019?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
January 3, 2019

Records and Their Expiration Dates

“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time […]