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Fiduciary – The New “F” Word

Fiduciary – The New “F” Word

Fiduciary – The New “F” Word There has been a large amount of upheaval in the retirement world as of late and it centers around the “F” word. And by “f” word, I mean “fiduciary.” The New Fiduciary Rule means that...
Timing is Everything

Timing is Everything

For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k) deferrals and loan payments as quickly as possible. While that continues to be the case, it seems that there is not nearly as much commentary...
Year-End Compliance Testing Overview

Year-End Compliance Testing Overview

The end of the calendar year is fast approaching which means the plan year end for many qualified plans. It will be time for plan sponsors to collect complete employee data to enable their service providers to perform the numerous compliance tests required to retain...