OUR THOUGHTS ON:
401(k) Plans

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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 ... read more >

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 ... read more >

Auto-Enrollment Pushes Retirement Plans Higher

Plan assets for 401(k) plans and similar types of defined contribution plans have topped $7 trillion due to continued growth in employee contributions. ... read more >

2017 Pension Plan Limitations

The Internal Revenue Service (IRS) announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items ... read more >

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the ... read more >

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November ... read more >

Our View on DOL Fiduciary Rule Regarding Retirement Investment Advice

BACKSTORY. In April of this year, the U.S. Department of Labor (DOL) issued a long-awaited regulation that essentially applies a “fiduciary” ... read more >