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Fiduciary Hot Topics – Fall 2022
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →
Fiduciary Hot Topics – Fall 2021
Get cozy and settle in as we ‘spill the tea’ on the latest retirement plan updates. From ESG fund usage and class-action lawsuit chatter to Social Security and retirement reforms, there has been plenty of recent activity in the retirement plan landscape. New Department of Labor Regulations Will Greenlight the Use of ESG Funds in  Read More →
SECURE Act Signed Into Law: What You Need to Know
On December 20th, President Trump signed into law the SECURE Act, the most comprehensive retirement reform package in a decade with wide-ranging impacts for both individuals and employer-sponsored retirement plans. The most impactful provisions are summarized below: 1. The age in which an individual must begin taking Required Minimum Distributions (RMDs) from retirement accounts has  Read More →

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