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Wednesday, February 28, 2018

As a result of changes to personal income taxes due to the Tax Cuts and Jobs Act, the IRS launched it's new calculator for personal income tax withholding today. Treasury Secretary Steven Mnuchin announced the release of the online...

 

Wednesday, June 21, 2017

On April 6th the Department of Labor (DOL) issued new rules regarding who in the financial services industry is considered a fiduciary. These new rules were years in the making and caused a some financial firms to dig their heals in as...

 

Wednesday, May 24, 2017

Does your company offer a 401(k) plan? Are you a plan participant or are you a plan sponsor? If you are a plan participant, how confident are you that you are saving enough for your desired retirement and investing it appropriately?...

 

Wednesday, April 19, 2017

Many 401(k) Plan sponsors have started to adapt a policy of auto‐enrollment to increase participation in their plans. While some may argue the merits of such a policy, the benefits outweigh the risks in my opinion. Automatic enrollment...