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09

Feb 2018

Compliance Alert: Retirement Plan Surprises in the Budget Bill

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…

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21

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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22

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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