Plan Administration Insights

Is Your Corporate Retirement Plan a “Fixer Upper”?

Coupled with the increased scrutiny by the Department of Labor (DOL) and exposure to litigation, a retirement plan that shows signs of wear and tear can become a real liability for your company and your plan fiduciaries who are responsible for taking care of it.

Why Culture Is The Most Important Thing To Look For When Hiring An Advisory Firm

I’m A Fiduciary – What You Talkin’ About?

Correcting A Failed ADP Test

While not all plan sponsors fret at this time of year, thanks to safe harbor provisions, strong participation and deferral rates, or effective plan design — for some, it can be a frustrating time.

Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.

Personal Deduction Planning

Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is understanding the rules and making the most of your tax planning opportunities.

Choosing an Income Tax Filing Status

Your filing status is especially important because it determines, in part, the tax rate applied to your taxable income, the amount of your standard deduction, and the types of deductions and credits available. By choosing the right filing status, you can minimize your taxes.

An Ironic Twist to 401k Fee Lawsuit Settlements

401k Advice? I Don’t Need No Stinkin’ 401k Advice!