Principal PFIO Class Action Lawsuit
If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in
Roth 401(k) Trivia: What You May Not Know
401(k) plans have been around since 1981; however, the conception for the establishment of such plans was included in the Revenue Act of 1978 whereby Congress
DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...
The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now
IRS Issues Documentation Requirements for Employee Benefit Plan Hardship Withdrawals
In a February 23, 2017 memorandum to its agents, the IRS did an about-face regarding the documentation that plan participants must provide to enable them