Insights


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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27

Nov 2017

Tax Reform and Retirement: What Plan Sponsors Need to Know

Tax reform, and its impact on retirement plans, has weighed heavily on the minds of many plan sponsors since the new administration took office. We explore what plan sponsors need to know about tax reform and how the proposed changes could affect retirement plans.

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27

Nov 2017

Fiduciary Considerations When Adding and Reviewing Managed Accounts

Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.

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