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How the SECURE Act is Changing Retirement

How the SECURE Act is Changing Retirement

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006, over...
Who is an Employee?

Who is an Employee?

Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However,...
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...
The Integrity of a 401k Plan Provider

The Integrity of a 401k Plan Provider

The Department of Labor (DOL) fiduciary rule, delayed from the original April 10, 2017 deadline, expands the ERISA (Employee Retirement Income Security Act) definition of “investment advice fiduciary” so that every financial professional working with retirement plans...