Whitepapers

Today's Retirement Plan Fiduciary:
What Employers Need to Know to Achieve Compliance and Minimize Personal Liability
Retirement plan sponsors have potential personal liability for decisions they make concerning their 401(k) and 403(b) plans. Today’s Retirement Plan Fiduciary describes their fiduciary responsibilities and suggests steps sponsors may take to mitigate their risk.
Retirement plan sponsors have potential personal liability for decisions they make concerning their 401(k) and 403(b) plans. Today’s Retirement Plan Fiduciary describes their fiduciary responsibilities and suggests steps sponsors may take to mitigate their risk.
© John A.Frisch, CPA/PFS,CFP

The SECURE Act:
Key Provisions of Interest to 401(k) Plan Sponsors
Enacted in the final days of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act seeks to help Americans enjoy greater financial security in retirement. Employers need to be aware of what’s included in the Act. . . .
Enacted in the final days of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act seeks to help Americans enjoy greater financial security in retirement. Employers need to be aware of what’s included in the Act. . . .

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