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Dealing with taxes can be a pain, but it's better than the penalties you'll face if you don't file or pay on time.
Socially responsible investing has become surprisingly contentious of late. There’s debate over whether socially or environmentally conscious funds deliver higher or lower returns, and the Department of Labor’s final rule on using ESG investing in retirement plans was widely condemned by those in the industry. Read on for 401(k) Specialist’s review of Katrina Bell’s recent Excel primer on the topic.
If you are not on top of your retirement plan compliance for the year, let us help you get there. Here are a few important things to note for 2021.
If you are not on top of your retirement plan compliance for the year, let us help you get there. Here are a few important things to note for 2021.
Take everything you think you know about Environmental, Social, and Governance (ESG) investing and throw it out because the wave is here, according to a Sept. 11 workshop session at the 2020 NAPA 401(k) Cyber Summit.
The past few months have been jarring, at best. Yet for retirement plan advisors, times of uncertainty emphasize the importance of helping plan sponsors with the administrative and fiduciary responsibilities of their company sponsored retirement plans.
If you are not on top of your retirement plan compliance for the year, let us help you get there. Here are a few important things to note for 2021.