The 2023 Consolidated Appropriations Act (CAA), which President Biden signed on December 29, 2022, contains a multitude of laws and legislative provisions. From a retirement saving perspective, the CAA’s biggest…
Social Security 2023 Cost of Living Adjustment: What Can Recipients Expect?
A historically high cost of living adjustment (COLA) is on the way for the approximately 66 million Americans who receive Social Security benefits. On October 13, the Social Security Administration…
You Hired a Retirement Plan Advisor. Your Fiduciary Responsibility Doesn’t End There
You researched different retirement plans. You made an educated decision in selecting the right one for your organization. You even hired a retirement plan advisor. Now, you have officially completed…
Boost Your Retirement Plan Fiduciary Fitness in Six Steps
As a retirement plan fiduciary, many critical tasks fall to an employer. It’s essential that employers perform these tasks correctly and with the proper due diligence, as there is liability…
What to Look for When Selecting a Retirement Plan Advisor
If your company is starting a retirement plan from scratch or looking to improve an existing plan, you may have questions about who should manage what and where to start….
