Author | Bonnie Treichel The total plan assets include all dollars in the retirement plan, but as the plan sponsor, do you have a good handle on all those dollars? Sometimes plan sponsors forget about the small dollar accounts such…
Author | Bonnie Treichel Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure highly compensated employees (including company owners) don’t unfairly receive more contributions into the retirement plan when compared to…
Author | Bonnie Treichel As a follow-up to its proposal from October 31, 2023, the Department of Labor (DOL) announced updates to the investment advice fiduciary regulation (formally known as the Retirement Security Rule) on April 23, 2024. This regulation…
Author | Bonnie Treichel Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up…
Author | Bonnie Treichel Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up…
Author | Bonnie Treichel A couple years ago, people gathered to watch the biggest football game of the season and found themselves bombarded by cryptocurrency ads. As one famous movie actor endorsed a particular cryptocurrency, he urged that “Fortune favors…
Author | Bonnie Treichel The term “Rothification” has been around Capitol Hill for a long time. Given that Congress works in 10-year budget cycles, it is a way to raise revenue when Congress is trying to save with other measures.…