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Shad Fagerland

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401(k) Plans, ERISA, SECURE Act 2
Shad Fagerland | 4.13.2023

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

Learn more about Section 127. Emergency Savings Accounts Linked to Individual Account Plans of the SECURE 2.0 Act.

401(k) Plans, ERISA, SECURE Act 2
Shad Fagerland | 4.13.2023

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals

Learn more about Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals of the SECURE 2.0 Act.

401(k) Plans, ERISA, SECURE Act 2
Shad Fagerland | 4.13.2023

SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

401(k) Plans, Wealth Management
Shad Fagerland | 5.12.2022

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

ERISA, Wealth Management
Mike Bucci, Shad Fagerland | 11.30.2020

Financial Factors in Selecting Plan Investments-Final Rule

Learn more about the final rule, published October 30, 2020, to better understand the financial factors in selecting plan investments.

401(k) Plans, Exit and Succession Planning
Shad Fagerland | 4.17.2020

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Shad Fagerland | 4.17.2020

Employee Benefit Deadlines Postponed Through July 15, 2020

Review our blog and understand IRS Notice 2020-23 that extends certain benefit plan tax-related deadlines until July 15, 2020.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Shad Fagerland | 3.30.2020

The Cares Act and Its Effect on Retirement Plans

Learn what provisions of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act will have an effect on retirement plans.

401(k) Plans, SECURE Act
Shad Fagerland | 1.28.2020

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

Learn about the changes implemented by the SECURE Act of 2019 including changes to the termination of 403b Plans.

401(k) Plans, SECURE Act, Wealth Management
Shad Fagerland | 1.28.2020

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Learn about key details of the SECURE Act including changes to multiple employer plan "bad apple" rule.

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