A common question among employers considering a 412(e) plan involves interest rates. Considering the stock market resurgence over the last few years, the low rate of return on fixed annuity… read more →
September is the end of the third quarter for employers whose fiscal year is the calendar year. We receive requests for new plans throughout the year, but it always spikes… read more →
Retirement plans use a trustee, who has certain duties and responsibility on behalf of the plan, its investments, and its participants. Sometimes the trust document is separate from the plan… read more →
Same-sex marriage has been in the news lately. The US Supreme Court recently concluded that Sec. 3 of the Defense of Marriage Act is inconsistent with the Fifth Amendment of… read more →