DOL Fiduciary Rule

DOL Fiduciary Rule

View This Newsletter: DOL Fiduciary Rule Overview: On April 8, 2016 the Department of Labor (DOL) issued final guidance that greatly expands the types of retirement investment advice that will be subject to the fiduciary duty rules under the Employee Retirement Income…

Fun with Forfeitures

Fun with Forfeitures

View This Newsletter: Fun with Forfeitures Overview: As participants in 401(k)/profit sharing plans, we know that a vesting schedule can apply to a portion of our account balance. But what happens to that non-vested portion after we terminate employment? Those monies…

Determining Retirement Plan Compensation

Determining Retirement Plan Compensation

View This Newsletter: Determining Retirement Plan Compensation Overview: This newsletter explains the intricacies involved with determining retirement plan compensation. Determining Retirement Plan Compensation Compensation used for: Calculating contributions Applying limits Conducting non-discrimination testing Determining tax deductions Overview Four General Definitions W-2…

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