Articles

What Is an ERISA Fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans. At the time, there were

Read more

Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction

Read more

Identify All of Your Company’s Retirement Plan Fiduciaries

Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management perspective, it’s critical for business owners to know

Read more

IRA and Retirement Plan Limits for 2017

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016. The maximum catch-up

Read more

Company Retirement Plans – What You Need To Know About Your Fiduciary Responsibility

When you decide to establish a retirement plan for your employees, you need to realize that you could be opening yourself up to additional risk.

 By virtue of sponsoring a qualified retirement

Read more

401(k) Plans – What You Need To Know

Not long ago employees relied on Social Security and employer pension plans to support them through retirement.  Over the last three decades, the number of employer-sponsored pension plans has

Read more
1