- What has your 401(k) plan done for you lately? June 4, 2022
- RMD news, ESG investing and proposed rule on Fiduciary Advice August 19, 2020
- Review of recent IRS notices regarding the CARES Act June 26, 2020
- DOL Publishes Final Rule on Electronic Disclosures June 26, 2020
- CARES Act review March 31, 2020
- SECURE Act and December newsletter December 26, 2019
- New Hardship Rules October 29, 2019
- May 2019 update May 15, 2019
- End of year update for 2018… December 3, 2018
- 3(16), 3(21) and 3(38) Fiduciary Services – what are they all about? May 4, 2018
- Latest (latest!) on the fiduciary rule May 4, 2018
- Alternative investments in retirement plans May 4, 2018
- Latest on the fiduciary rule March 28, 2018
- Communications Update March 20, 2018
- 404(a) and 404(c) and 408(b)(2), oh my! October 18, 2017
- What is a Fiduciary? October 11, 2017
- What is ERISA? October 3, 2017
- Fiduciary Rule postponed – sort of February 7, 2017
- The economy December 2, 2016
- Matching contributions August 17, 2016
- 401(k) providers are aiming at the small market… August 3, 2016
- First/random thoughts on the proposed changes to 5500 reporting July 25, 2016
- The New Fiduciary Rule – What’s the Big Deal? June 27, 2016
- Ch-ch-changes March 10, 2016
- Litigation – plan fees November 20, 2015
- New limits for 2016 October 21, 2015
- New limits for 2015 November 13, 2014
- New limits for 2015 – estimated October 1, 2014
- Restatements, again! April 23, 2014
- New limits for 2014 November 5, 2013
- Alternative investments in retirement plans May 31, 2013
- Proposal to cap retirement plan savings April 12, 2013
- After the election… November 12, 2012
- Fully insured pension plans – right for you? September 10, 2012
- Individual Brokerage Accounts in plans? DOL backtracks and says “OK” August 3, 2012
- Individual Brokerage Accounts in plans? DOL says “nyet!” June 15, 2012
- Open MEPs – huh? May 31, 2012
- Policy Change for “One-Man” Plan Filings May 25, 2012
- New limits for 2012 October 31, 2011
- Roth contributions and conversions July 27, 2011
- Required annuitization of 401(k) accounts? December 15, 2010
- December 2010 newsletter December 9, 2010
- Roth conversions permitted in plans! September 28, 2010
- 2009 filings, Roth conversions, and IRS survey May 9, 2010
- News and important information… September 30, 2009
- Ed’s New Title May 15, 2009
your local retirement plan administrator