February 25 2022

Buying the Dip: Making Qualified Plan Contributions Early

The stock market has been up and down throughout 2022 so far – more down than up. A number of qualified retirement plan clients have asked us about making their 2022 plan year contributions early, the goal being to “buy the dip.”

June 17 2020

Understanding Your Role as a 401(k) Plan Sponsor: Am I a Fiduciary?

Retirement planning has become top of mind for many Americans in today’s economy. Fortunately, most businesses now offer 401(k) plans to attract new talent and compensate existing employees, helping them plan for their financial futures beyond their ...

April 22 2020

Coronavirus and Defined Benefit Plan Funding

This article is part of our continuing series on the coronavirus and its effects on qualified retirement plans. Recently, we wrote about ways employees affected by the coronavirus could access money from their retirement plans. Today, we are discussi...