The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >
Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >
Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >
Financial firm practices related to the marketing of IRAs are going to be subject to increased focus by FINRA in 2014. Learn More >
Many of today’s employees may find themselves retiring with funds that might not last a lifetime. Learn More >
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The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000.
A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions).
Congratulations Caryn and Greg!
Amber discussed "A Day in the life of a TPA"