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Newsletter

Hardship Withdrawal Substantiation Guidelines: Is Your 401(k) Plan Compliant?

March 29, 2017

Plan Sponsors of qualified 401(k) and 403(b) plans are advised to be aware of the February 23, 2017 IRS Memorandum, which was issued to agents to help clarify the IRS[...]

Guest Spotlight Peter Semler – Money Market Reform

December 1, 2016

 Unfortunately, Money Market Reform does not pertain to improving rates. The SEC announced new money market rules in July 2014 which became effective October 14, 2016.  These[...]

YOUR 2016 PLAN AUDIT:

August 26, 2016

New penalty guidelines for ERISA compliance violations will give Plan Sponsors plenty to consider this fall, and the October 15th deadline is quickly approaching.  Violations[...]