Newsletters

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…

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…

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