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The IRS now allows safe harbor plans to amend their plan document mid-year (and also retroactively to the beginning of the plan year). Unless specifically prohibited in the ruling or in other regulations, all amendments [...]

If you missed our introductory webinars (or just want to review them again), you can view both An Overview of New Participants Experience and An Overview of Plan Sponsors and Financial Professionals below!   An Overview of New [...]

Heads-up! Monday, February 15th -- Markets will be closed and no trades will be processed in observance of President's Day. Randall & Hurley will remain open during normal business hours!

We have rescheduled the introductory webinars that were to be held in December. If you previously signed up to attend, you will receive a separate email providing instructions on how to access the [...]

The IRS determination letter program has allowed plan sponsors using an individually designed plan document to apply to the IRS for written confirmation that the plan’s provisions meet the criteria necessary to ensure the plan [...]

Congress Reverses Extended Deadline for Form 5500 Congress passed the Fixing America’s Surface Transportation (“FAST”) Act on December 3, 2015. FAST repeals the change to the extended due date of the Form 5500 that was [...]