Newsletters

Who Is An Employee?

Who Is An Employee?

View This Newsletter: Who Is An Employee and HSA vs 401k 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,…

Retirement Plan Rx

Retirement Plan Rx

View This Newsletter: Retirement Plan Rx Overview: 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…

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…

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