ACG Blog

You can’t have the TV on very long before one of those ads for the latest prescription drug comes on. “Ask your doctor whether Incredipill is right for you.” Why would a commercial tell me to ask my doctor about a drug? If the medicine is right for m...

Last week, the United Kingdom (UK) voted to leave the European Union (EU). This decision caught the markets by surprise, as many believed the vote would be close but not favor a leave.

If your 401(k) plan allows participant loans, here are 10 rules that will keep you out of trouble and in good graces with the IRS and Department of Labor:

Did your parents or a teacher ever threaten you with dire consequences in order to correct an undesirable behavior? “If you cross your eyes, they’ll get stuck that way.” “Young man, this will go on your permanent record!”

Right now, I am loving me some IRS. The agency everyone loves to hate each April 15 has been on quite a roll lately with some really great news for those of us in the 401(k) and pension world. Here’s what they’ve done this year:

Earlier this month, the Department of Labor (DOL) released its long-awaited Conflict of Interest Rule, and the investment industry is still parsing through the language to gauge how it will impact business models.

Mutual funds. ETFs. Treasury notes. Stocks. Bonds. All of these are investments commonly found inside qualified retirement plans. How about real estate? Is that permitted? I am not talking about REITs or a real estate mutual fund. I mean, can a retir...

There has been a lot of buzz about the proposed Department of Labor (DOL) fiduciary rule, its importance and implications. Today, the DOL issued rules that would require any person who gives investment advice to retirement accounts (IRAs, 401(k) plan...

There is some confusion in Retirement Plan Land about who needs to file Form 5500-EZ and who doesn’t, according to an IRS compliance project. Some plan sponsors are turning to the wrong people for advice, not reading the form’s instructions, or both.

While requests for proposal (RFPs) are a common practice among large companies and government organizations, very few small businesses use them, especially for a 401(k) plan. However, much can be learned from the process of an RFP and what questions ...