Fiduciary
Fiduciary Alphabet Soup: What 3(16), 3(21), and 3(38) Really Mean
In my previous article, I provided an overview of what a fiduciary is. It is critical to have a basic Read more
Fiduciary
What is a Fiduciary?
I recently participated in an industry webcast which outlined the Department of Labor’s enforcement priorities for 2026. Unsurprisingly, one focus Read more
News You Can Use
Your Business Could Still Add a Retirement Plan for 2025
Let’s Break It Down Many business owners hear “retirement plan” and immediately think, “We’ll look at that next year”.Then next Read more
General
Retirement Plan Designs Need to Evolve—Here’s Why
A “legacy” retirement plan is a plan that hasn’t materially changed for a substantial number of years. Such a lack Read more
News You Can Use
Tax Credits Boost New Retirement Plan Appeal!
Are you a small business owner thinking about starting a qualified retirement plan for your employees? Now’s the perfect time! Read more
News You Can Use
Did You Know?
The State of Illinois mandates that most small businesses offer a retirement plan to their employees. Are you among the Read more
