July 10, 2024
As part of SECURE 2.0, certain employers sponsoring 401(k) or 403(b) plans must incorporate automatic enrollment provisions. The automatic enrollment is for eligible participants to be […]
April 9, 2019
Every industry goes through a busy season; for CPAs and tax professionals, we understand your pain since you are currently in the homestretch of your busy […]
December 18, 2017
Proposed revisions to the Department of Labor’s (“DOL”) fiduciary rule have been a topic of conversation for several years. We thought it would be helpful to […]
June 6, 2016
When working with an advisor, we strive to make the process of retirement plan coordination easy for the client as well as the advisor. If the […]
April 15, 2016
Safe Harbor Mid-Year Amendments by: Michael Marx The IRS has recently announced a reasonable and workable procedure for mid-year amendments to safe harbor plans. As you […]
September 25, 2015
Grow A Financial Advising Business with Benefits Administrators by Leslie O’Bryan and Michael Marx Fred Astaire and Ginger Rogers. Sherlock Holmes and Dr. Watson. Bert and […]