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Let’s Make 2021 An Amazing Year!

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.

A Year to Remember

A Year to Remember

To paraphrase the words of President Franklin Roosevelt, “2020 is a year that will live in infamy”. We’re only halfway through the year, yet the COVID-19 pandemic has already shaken our world in ways nobody could have foreseen…

Topics

Why You Need Cyber Security Insurance and How to Get It

In recent months, the topic of Cyber Security insurance has crept to the top of the charts for the Department of Labor’s (DOL) ERISA Advisory Council (EAC). Each year, the EAC picks topics it deems crucial to the administration of ERISA.

How to Fight Back Against Social Engineering Hackers

Have you or your business fallen victim to a social engineering scam? Are you concerned about having sensitive client data stolen from your computer network by a cyber hacker? If so, you’re not alone, as cyber security has become an ever-growing threat to individuals and companies around the globe.

SSRA and RSSA: The Next Step in GID (Getting It Done)?

I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.

U.S. Supreme Court Rules On Fiduciary Responsibilities

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?

PenChecks Named a San Diego Top Workplace

PenChecks Named a San Diego Top Workplace for 2021 in the San Diego Union-Tribune’s (UT San Diego) annual “Top Workplaces” contest. And now, thanks to our awesome employees, all of San Diego will know about it.

Recent Posts

SECURE 2.0 Force Out Limit and Plan Audits

The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.

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