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In order to provide spending to keep the government operating and avoid another government shutdown, President Trump signed the Bipartisan Budget Act of 2018 on February 9, 2018 (the government was technically shut down for several hours). While this piece of legislation was not remotely relat…Read more
After much anticipation, the new year brings with it a new tax law. We explore some of the provisions of the new law that could affect retirement plan investors.Read more
Currencies can have a significant effect on the overall economy. Since the U.S.dollar is the global currency, any significant change in its value ripples throughout financial markets. After years of a strong dollar, what will its recent weakening mean for retirement plan investors?Read more
The 2018 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and th…Read more
Today, the American Tax Cuts and Jobs Act was signed into law by President Trump. While there is little effect on retirement plans, most provisions will be effective in less than 10 days.Read more