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TAX REFORM + RETIREMENT Tax Reform was one of Candidate Donald Trump’s major campaign platforms. And as President, Trump continues to place Tax Reform as a key agenda item for the new administration. Trump’s basic [...]

It’s time for some spring cleaning and not just for your house; like cobwebs in the attic, retirement plans need to be cleaned out too. Plan participation is at an unprecedented high due to increased [...]

On April 4, 2017 the DOL granted a 60 day extension of the Fiduciary Rule (“Rule”) from April 10, 2017 to June 9, 2017 and also provided additional transition relief in order to enable the [...]

With significant student loan debt and goals for purchasing cars and homes, Millennial savers, ages 18-34, are finding it difficult to balance their current and future financial savings goals. How can you help drive positive [...]

HIRS Gives Permission To Use Forfeitures As QNEC/QMAC/SAFE Harbor Contributions Good news! In January 2017 the IRS released proposed regulations to allow the use of plan forfeitures to fund qualified nonelective contributions (QNECs) and qualified [...]

Plan sponsors have been responsible for obtaining financial information and source documentation (bills, contracts, etc.) to substantiate financial need for hardship distributions. New guidance from the IRS makes it possible to use a summary document [...]