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Qualified Plan Advisors: March Newsletter

Another Fiduciary Rule? How This One Impacts Participants and Trustees Over the last three months, we’ve experienced two additional noteworthy developments in the Department of Labor’s long-running, stop-and-start efforts to modernize the protections...

Qualified Plan Advisors: February Newsletter

What to Do with the DOL’s Missing Participant Guidance? Many of us are old enough to remember when the Department of Labor’s (DOL’s) top three initiatives seemed to be timeliness of contributions, timeliness of contributions, and, well, timeliness of...

2021 Retirement Plan Limits

When the IRS announced various 2021 retirement plan limits in October, we knew a few limits would change for next year. However, as we get closer to January, it’s important to ensure payroll departments and provides are prepared to apply the following: . – The...