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What Hat Are You Wearing?
In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate
October 3, 2018 No Comments
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DOL Announces 18 Month Delay on Implementation of Fiduciary Rule
A previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of
December 5, 2017 No Comments
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2017 Year-End Retirement Plan Deadlines Sponsors Should Be Aware Of
As we close out 2017 and enter into 2018, plan sponsors have retirement plan administration deadlines that need to be completed to avoid consequences for
December 4, 2017 No Comments
IRS Releases Retirement Plan Limitations for 2018 Plan Year
On October 19, 2017, the Internal Revenue Service announced the 2018 Cost-of-Living Adjustments (COLA)1 to the retirement plan limits. Below is a chart outlining the
October 23, 2017 No Comments
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3rd Quarter 2017 Capital Market Review
The third quarter of the year was more of the same for equity markets. Between three hurricanes, gridlock over health care and tax reforms in
October 18, 2017 No Comments
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2nd Quarter 2017 Capital Market Review
The 2nd quarter of 2017 continued the streak of new highs in equity markets. While this bull market has already lasted longer than most; investors
July 13, 2017 No Comments
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DOL Fiduciary Rule is Here – Are You Prepared?
In an earlier blog, “DOL Fiduciary Rule Delayed: Future Still Remains Unclear,” we communicated that the Department of Labor’s (DOL) Conflict of Interest Rule (also
June 9, 2017 No Comments
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1st Quarter 2017 Capital Market Review
While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last
April 25, 2017 No Comments
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DOL Fiduciary Rule Delayed: Future Still Remains Unclear
On April 4th, the Department of Labor (DOL) announced that it would be delaying the applicability date of its Conflict of Interest Rule (also known
April 10, 2017 No Comments
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The Responsibility of Plan Fiduciaries
Protecting against the Self-Interest of Others for the Good of Participants Fiduciaries of the JP Morgan Chase 401(k) Savings Plan have recently been sued by
March 17, 2017 No Comments