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Jan 2018

Currency Movements and the Effect on Retirement Plan Investments

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?

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Jan 2018

2018 401(k) ERISA Retirement Plan Calendar

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…

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Dec 2017

Compliance Alert: Tax Bill Signed into Law

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.

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