There has been a recent increase in the number of lawsuits filed against the fiduciaries of defined contribution retirement plans. The following checklist can help fiduciaries evaluate and correct some of the issues that were addressed in these lawsuits.Evaluate the balance of active and passive in…Continued
The Internal Revenue Service (IRS) has announced cost-of-living adjustments for 2020, which affect dollar limitations for retirement plans and other retirement-related items.The 2020 limits are highlighted below:401(k), 403(b) and most 457 Plans Deferral Limit – Increase from $19,000 to $19,500Catc…Continued
In January of 2019, as we entered the last year of the decade, market participants were facing uncertainty driven by the escalating trade war, the new Democratic majority in the House, an ongoing Federal government shutdown, Brexit, and the worst year in the stock market since 2008. Many investors…Continued
