The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.
Question: My Company had a good year and my accountant says I could use some more deductions on my tax return. Can I contribute extra to my [...]
Some employers are still using the Simplified Employee Pension (SEP) plan as the company retirement plan. These plans are relatively easy to set up and [...]
As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.
