EASTER CLOSURE

Friday, April 10th our offices will be closing at 2pm. The markets will be closed–no trades will be processed. Enjoy the Easter weekend!

EASTER CLOSURE2020-01-22T12:14:03-08:00

NATIONAL RETIREMENT SECURITY WEEK – OCT 20-26, 2019

Save the date for National Retirement Security Week: October 20th through 26th. A great opportunity to increase the awareness about the importance of saving for retirement! Stay tuned for campaign materials and more information from Randall & Hurley.

NATIONAL RETIREMENT SECURITY WEEK – OCT 20-26, 20192019-09-23T18:23:12-07:00

Q3 RESOURCE SPOTLIGHT

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 features several provisions that may affect qualified retirement plans. Download our flyer for more details.

Q3 RESOURCE SPOTLIGHT2019-07-02T19:59:43-07:00

Q2 RESOURCE SPOTLIGHT

Missing Participants? Avoid an RMD failure and satisfy your fiduciary obligations with these DOL guidelines. Download here.

Q2 RESOURCE SPOTLIGHT2019-05-13T18:02:02-07:00

Q1 RESOURCE SPOTLIGHT

The IRS has released proposed regulations regarding hardship distributions that will affect 401(k) and 403(b) plans. Download our guide to see how these changes could affect your plan.  

Q1 RESOURCE SPOTLIGHT2019-01-08T18:37:12-08:00

2019 PLAN LIMITS

The federal government has released the 2019 dollar limits that apply to qualified retirement plans. Download our 2019 Plan Limit document to compare these new limits with 2018. If you have any questions, please contact your plan consultant.

2019 PLAN LIMITS2018-11-05T20:10:52-08:00

OCTOBER RESOURCE SPOTLIGHT

Today's technology connects us more than ever. However, it also makes us more vulnerable. Download the guide on Protecting Your Identity, Data, and Assets to learn how to protect you and your employees.

OCTOBER RESOURCE SPOTLIGHT2018-10-10T18:54:06-07:00

JULY RESOURCE SPOTLIGHT

An ERISA fidelity bond helps protect a plan against losses due to fraud or dishonesty. Click here to find out more about how this bond works with your plan.

JULY RESOURCE SPOTLIGHT2018-07-10T21:51:29-07:00

JUNE RESOURCE SPOTLIGHT

The IRS developed the Employee Plans Compliance Resolution System (EPCRS) as a way to remedy operation errors and avoid potential consequences of plan disqualification. Learn more by downloading our EPCRS guide.

JUNE RESOURCE SPOTLIGHT2018-06-05T17:12:31-07:00

MAY RESOURCE SPOTLIGHT

Retirement plans are often overlooked when companies merge or undergo an acquisition. Learn more about the differences between asset sales and stock sales by downloading our mergers + acquisitions flyer.

MAY RESOURCE SPOTLIGHT2018-05-15T16:11:15-07:00