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Apr 2018Dissecting Retirement Plan Lawsuit Issues
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.
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Mar 2018Understanding and Evaluating Retirement Plan Fees
Retirement plan fees have served as the centerpiece of the ERISA fiduciary breach lawsuits. Therefore, understanding the dynamics of retirement plan fees is critical for plan sponsors and fiduciaries.
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Mar 2018The Impact of Inflation on Retirement Plan Investing
With inflation potentially on the rise, retirement plan sponsors should be aware of the affect it can have on retirement plan investments and how they can help protect participants.
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Feb 2018Revisiting the Active versus Passive Debate in Today's Markets
Recently, we have seen a considerable increase in volatility in the market, with wide swings in the major market indices. The volatility started with the announcement of the highest annualized wage growth since June 2009, which ignited renewed fears of inflation. However, the outsized mo…
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Feb 2018Tax Reform, Pass-Throughs and Retirement: What Does It All Mean?
The recently enacted tax reform legislation has prompted a great deal of focus on pass-through entities. And for good reason: the pass-through provision affects many types of entities from a tax perspective, and may also have an impact on retirement plans.
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Feb 2018Securing Your Organization's Data
Regardless of the type or size of your organization, data security should be a top concern. We explore how breaches occur and how access to data is changing, as well as provide some steps that organizations can take to help protect themselves and their networks.
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Feb 2018Compliance 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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Jan 2018The Implication of Tax Reform on Retirement Investing
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.
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Jan 2018Currency 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 20182018 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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