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Retirement Times - October 2020 To Roth or not to Roth

Retirement Times - October 2020 To Roth or not to Roth

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key major determiners as to the benefit of contribution to Roth:

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Retirement Times - August 2020 It’s That Time Again! Back-to-School for Fiduciaries

Retirement Times - August 2020 It’s That Time Again! Back-to-School for Fiduciaries

Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are on top of your responsibilities and liabilities.

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Retirement Times - July 2020<br />Are Your Participants Experiencing a Fee Imbalance?

Retirement Times - July 2020
Are Your Participants Experiencing a Fee Imbalance?

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among participants.

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