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Under the New Tax Law

Under the New Tax Law

After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017.  Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on qualified plans was relatively minimal.  There are two items of note that ...
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Navigating Distributions

Navigating Distributions

The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent hurricanes and wildfires. Whatever the reason, participant...
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3(16) Fiduciary Services and Why You Should Care

3(16) Fiduciary Services and Why You Should Care

 Download The Action DocAs a financial advisor, you know that the people who exercise control and authority over the management of a retirement plan’s assets are fiduciaries. So are professionals who provide investment advice with respect to those assets. In most cases, plan sponsors understan...
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iWork: The Next-Gen Workforce

iWork: The Next-Gen Workforce

Millennials. You may have noticed them around the office. You might think of them as the lazy, flighty, entitled generation born between the early 80's and 00's that say "totes" when they agree with you. Like any group of misplaced stereotypes, not all is as it appears when it comes to the...
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It’s All About Relationships

It’s All About Relationships

 Download The Action DocThere are many industry stats about 401k “sales.” Perhaps you have your own. It’s natural to talk in terms of lead generation and sales funnels and qualifying questions and, of course, closing. But, when you get down to it, it’s not really so much...
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End of the Year Checklist

End of the Year Checklist

As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again reached that magical time of the year when you get to submit in...
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Help Clients Understand Why a QDIA Matters

Help Clients Understand Why a QDIA Matters

 Download The Action DocAuto-enrollment has been proven to be effective in raising participation rates in 401(k) plans. As a result, it's been pretty widely adopted across the country, especially in mid- to larger plans. Automatic enrollment creates a situation where many employees fail to make...
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The Loan They Never Take May Make All the Difference

The Loan They Never Take May Make All the Difference

 Download The Action DocIRS rules provide for participant loans and hardship withdrawals from 401k and other plans. They're not required, but rather left to the discretion of the plan sponsor. Today, there's a good bit of debate about how participant loans affect long term retirement ou...
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Houston, We Have a Problem…

Houston, We Have a Problem…

Times can get tough for people. With the onset of Hurricane Harvey having decimated parts of the Gulf Coast and Hurricane Irma following its destructive lead, we are reminded that at any point we may find ourselves in hardship. Companies make layoffs, natural disasters occur, emergencies… we...
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Fiduciary Rule Round Up

Fiduciary Rule Round Up

There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren't previously considered fiduciaries will now have to take on that role. So, why is that such a bad thing? Well, it'...
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