They may have moved to the figurative back seat for a while, but retirement plan fiduciary issues did not stop during the Coronavirus pandemic. As you sift through what has happened in the last few months, you’ll want to pay... Read More
Q: Hi Erick, one of our workers wants to designate his children, rather than his wife, as beneficiaries of his 401(k) plan accounts. He is required to sign the documents in front of a live witness, but because of COVID-19,... Read More
Check these items off your to-do list Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as COVID-19 continues raging around the world, the SECURE... Read More