Are plan fiduciaries protected from excessive fee lawsuits just because they offer participants a menu of investment funds that includes some low-fee investment choices? Or are plan sponsors and other fiduciaries required to do more than that?
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Let’s Make 2021 An Amazing Year!
As far as years go, 2020 was just plain rough, to put it nicely. Not since the Great Depression and World War II have our lives been so disrupted in so many ways. The challenges came fast and furious, forcing us to adapt in ways we never thought we would. And with the coronavirus continuing to spread like wildfire, with new and possibly more virulent strains entering the fray, 2021 isn’t looking like the pot of gold at the end of the rainbow.
Proposed SECURE ACT 2.0 Aims to Increase Retirement Savings
With Americans living longer and retiring later, saving for retirement has become more important than ever. Yet, too many employees are still not covered by employer plans, and most of those who are covered don’t contribute enough for a stable retirement.
New Fiduciary Rule Provides More Protection for Rollover Advice
Saving for a secure retirement may seem simple – you put away a certain amount with each paycheck and let it grow until you retire.
8 Tips to Help Businesses Find Lost Money
Businesses know about escheating unclaimed property to the states. Yet, most never think of looking for listings for their own company. Those that do often find unexpected windfalls.
8 Tips You May Not Know About to Find Missing Money
Are you out of work? Underworked? Looking for something to do while social distancing?
The CARES Act – Phase 3 of the Federal Government’s Response to COVID-19
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) was signed into law. At $2 trillion, the CARES Act is the largest economic stimulus and relief package in U.S. history.
Other Matters That Matter – Part 2
In this installment of Other Matters That Matter, we’ll take a quick look at two different but very important developments on the regulatory horizon.
SECURE Act Takes Aim at the Retirement Savings Gap
Many studies have shown that Americans are not saving enough for retirement. A surprising number of employees still do not even have access to a 401(k) savings plan.
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