Author: Paul McEwan
Nov 9, 2018
Proposed MEP Legislation Would Undermine Fiduciary Protections
ERISA ensures that benefits in employer-sponsored retirement plans are protected from bad actors – but proposed legislation would reduce those protections.
Sep 14, 2018
Morningstar Aims To Tidy Up Commission-Free ‘Clean Shares’ Definition
The investment community is buzzing about "clean shares" but are they really as spotless as they sound?
Aug 21, 2018
Sacerdote v. N.Y. University: A Cautionary Tale To Plan Fiduciaries
Lawsuits for alleged mismanagement of retirement plans are occurring more frequently than ever. Find out what one of the latest ones has taught us.
Jul 27, 2018
How a Cash Balance Plan 401(k) Will Secure Your Retirement
Is it time to play catch up with your retirement plan? Adding a cash balance pension plan option to your profit sharing 401(k) plan may be the way to go.
Jun 8, 2018
2018 HSA Limitation Is In Line With Inflation Adjustments
The 2018 inflation limit for HSAs under high-deductible health plans for calendar year were changed as a result of TCJA ... then they were changed back. Read on to learn more.
Apr 13, 2018
Bipartisan Budget Act Changes Hardship Withdrawal Rules
It will soon be easier to pull cash from your 401(k) in the event of hardship.