by Taylor Brown | Jan 14, 2018 | Uncategorized
Navigating Distributions The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent...
by Taylor Brown | Jan 2, 2018 | Uncategorized
Under the New Tax Law (Tax Cuts and Jobs Act, 2017) After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017. Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on...
by Taylor Brown | Mar 26, 2017 | Uncategorized
End of the Year Checklist & iWork: The Next-Gen Workforce Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around...
by Taylor Brown | Mar 26, 2017 | Uncategorized
Fiduciary Rule Round Up There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren’t previously considered fiduciaries will now have to...
by Taylor Brown | Mar 26, 2017 | Uncategorized
Retirement Plan Rx The latest news regarding retirement plans has centered around service provider fees. While fees are a highly important aspect of managing an employer-sponsored retirement plan, they are not the only metric of your overall retirement plan’s...
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