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 Participants Experience     An Overview of Plan Sponsors and Financial Professionals      If you [...]

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 webinar. If you did not sign up in December, we encourage you to sign up today. If you are unable [...]

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 retains its “qualified” status (and remains eligible for all the benefits associated with that status). Effective January 1, 2017, the [...]

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 authorized by the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (the “Highway Bill”) and referenced in [...]

More Popular Than Ever Nearly half (47.5%) of employer plans now automatically enroll employees into the plan. The number of 401(k) plans combining auto-enrollment and auto-increase grew 40% in the first half of 2015…and participants are enthusiastically responding. The number of first-time 401(k) savers grew 44% in the first six months of 2015 compared to [...]

Recent legislation, designed to provide short-term funding for highways and transit programs, also changed corporate and retirement plan tax filing deadlines. Keep reading to find out how this legislation impacts you. These changes began January 1, 2016. For retirement plans, the extended due date of the Form 5500 will be one month later, 10½ months [...]

Randall + Hurley January Newsletter [iframe src="https://eepurl.com/bM2xkz" width="100%" height="800"]

Heads-up! This coming Monday, January 18th,  markets will be closed and no trades will be processed in observance of Martin Luther King, Jr. Day. Randall & Hurley will remain open for normal business hours!  

Randall + Hurley December Newsletter [iframe src="https://eepurl.com/bJKNAL" width="100%" height="800"]