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Weathering Volatile Markets

Over the past few months, investors have had to deal with increased market volatility, a trend that could well persist for some time to come. As concerns ... read more >

2017 TAX CUTS AND JOBS ACT: EFFECT OF TRANSPORTATION FRINGE BENEFITS ON UNRELATED BUSINESS TAXABLE INCOME (UBTI)

Under the 2017 Tax Cuts and Jobs Act, Section 274(a) of the Internal Revenue Code includes a new provision that expressly disallows deductions for “the ... read more >

2018 Retirement Plan Limitations

Update to the original article: On October 13, 2017, the Social Security Administration (SSA) announced that the maximum amount of earnings subject to ... read more >

IRS Announces Updates for Contribution Limits and Income Thresholds for Retirement Plans in 2018

Employees who participate in 401(k), 403(b) or 457(b) plans will be able to contribute up to $18,500 in 2018, up from $18,000 for 2017. This limit is aggregated ... read more >

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 ... read more >

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 >