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RELATED RESOURCES

Searching for missing participants and other retirement plan news you can use

The IRS recently offered guidance about how qualified retirement plans should handle missing participants, establishing required minimum distribution (RMD) rules. Also, there's news about the DOL’s final fiduciary rule as well as Roth 401(k) vs. Traditional 401(k) plans.

Keeping up with Congress and tales of regulatory change

A lot has happened in 2017 and we expect things will continue to evolve. This article covers some of the recent changes and provides additional resources to help you stay on top of this ever-changing regulatory landscape.

Shine on, you crazy fiduciary rule

On June 9, 2017, the Department of Labor finally permitted the long-awaited fiduciary rule to go into effect. Broadly, the rule fulfilled its initial promise: requiring all financial professionals who offer advice related to retirement savings to provided recommendations that are in an investor’s best interest. But many details still need to be reconciled over the next six months. 


 
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