Implications of 2020 IRS Limit Increases
This video provides some practical notes on the implications the IRS retirement plan contribution limits may have on your employees.
top of page
Search
Market Commentary: Q1 2019
Please find the market commentary for Q1 2019 here!
403(b) Plan Trends
A summary of 403(b) Retirement Plan Trends for 2019 based on results from the Plan Sponsor Council of America Survey There was a recent...
401(k) Trends for 2019
2019 401(k) Plan Trends Today we're going to be talking about 401(k) plan trends. After reviewing the Plan Sponsor Council of America...
ProCourse Recognized as Top DC Advisor Team
ARLINGTON, VA - The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor...
2019 Retirement Plan Limits Released!
On November 1, 2018, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other...
Student Loans & Retirement Plans
We've had a number of clients ask us about student loans and employer sponsored retirement plans. There's a new private letter ruling so...
Rethinking Forced Distributions
Changing the way you think about required minimum distributions from your company retirement plan.
3(21) vs. 3(38) Investment Advisors
This brief video highlights some of the main differences between a 3(21) investment advisor and a 3(38) investment manager. When hiring a...
10 Steps for Hiring a Managed Accounts Provider
Does your company’s retirement plan offer managed accounts services to participants? Conceptually, managed accounts sound attractive...
Is it Time to Terminate Your Defined Benefit Plan?
Defined Benefit Plan Termination Are you considering freezing or terminating your Defined Benefit (DB) retirement plan? Many retirement...
Selecting a Retirement Plan Auditor
Is Selecting an Auditor a Fiduciary Decision? The Department of Labor has weighed in on this topic quite a bit as of late and is...
Benefits of a 457 Plan
Is a 457 Plan Right for Your Organization? Perks A 457(b) Plan allows employees to save as much as double the maximum they can save in...
Gifts from Service Providers
It May be Easier to “Just Say No” Whether to accept certain gifts from service providers and what to track for reporting on the IRS Form...
Income for Life from Target Date Funds
It seems like everyone in the legislative and regulatory environment in Washington wants to see lifetime income solutions offered by...
Lessons for Retirement Plans with Company Stock
Dudenhoeffer v. Fifth Third Bancorp If you have company stock as an investment option in your company sponsored retirement plan, you have...
THE HSA: Your Next Best Retirement Savings Vehicle
With the increase in individual tax rates over the past several years, many have asked me how they can save more on a tax-advantaged...
DOL Audit Restores Millions
Millions Restored Towards Plan Participant Balances The Department of Labor released how much money they were able to restore for ERISA...
Auto Enrollment - Not for Everyone
Automatic Enrollment Automatic Enrollment is the go-to solution for a society that tends to have a “do-it-for-me” attitude, but let’s be...
Are Your Executives Saving Enough for Retirement?
If you are a CEO, CFO or Human Resources Executive, your leadership role includes looking out for the long-term interests of the company....
bottom of page