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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…

The Solo 401(k) Plan

The Solo 401(k) Plan

Navigating a One-Participant Retirement Plan What Is a Solo 401(k) Plan? Simple; a solo 401(k) plan is just a 401(k) plan that happens to have just one participant.  This occurs when an employer, either a self-employed individual, a corporation or a…

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