Newsletter Articles
We are pleased to provide periodically published industry articles that cover topics which may affect the operation and administration of your retirement plan.
Give them a read and let us know if you have questions about how the information may apply to your situation.
New Flexibility in Employee Benefits Plans — IRS Private Letter Ruling 202434006
The IRS has issued guidance via Private Letter Ruling 202434006, which highlights significant flexibility for employers in structuring its benefit plans. The ruling paves the way for employers to…
Best Practices: Year-End Notice Round-Up
It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common year-end notices for retirement plans and…
Washington Update: Fiduciary Rule Changes, Again
Regular readers will remember that we wrote in last quarter’s newsletter about the final fiduciary rule, released by the Department of Labor (DOL) in April of this year. The rule finalized…
Year End Notice Round-Up
News You Can Use! for Advisors and CPAs: now’s the time to make sure everyone is ready for year-end requirements. Here’s a quick reference for some common year-end notices for retirement plans.
Update: Fiduciary Rule Changes, Again
The final fiduciary rule was released by the Department of Labor (DOL) in April 2024. The rule finalized a new definition of who qualifies as an investment advice fiduciary and what those individuals must do in order to receive a fee for providing that advice. Shortly after…
Fiduciary Rule Changes
In April 2024 the Department of Labor (DOL) finalized a new definition of who qualifies as an investment advice fiduciary and what those individuals must do in order to receive a fee for providing that advice. These rules make changes that advisors need to be aware of to ensure…
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