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Retirement Plan Document Retention: What Should Fiduciaries Keep?

ERISA requires employers to retain certain documents as part of its recommended retirement plan document retention. These records are critical if your plan were ever to be challenged by the IRS, [...]

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ERISA Definitions and Financial Designations for Plan Sponsors

Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what each means in terms of [...]

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Are Your Investments Managed Well to Minimize Taxes?

Different types of accounts will have different results. Location, location, location. We’ve all heard that phrase when purchasing a home. Did you know: the same concept applies to your [...]

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Common Fiduciary Errors

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an eye towards avoiding some of the most [...]

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Maintaining Your Retirement Plan

Life is busy: managing a career, running a household, and caring for loved ones all can be consuming. As we work hard to gather assets and prepare for a different season of life, it is easy to [...]

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Recent Relief Updates for a 2020 Required Minimum Distribution

Things are changing so quickly these days – and that may affect your taxable income. If you received a Required Minimum Distribution from one of your retirement accounts in early 2020, you may [...]