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As the end of 2018 quickly approaches, retirement plan sponsors should promptly consider several important potential tasks. Examples include the following: December 1…
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Recent cases are outlined below,…
As noted in the June 2018 edition of The Speed Reader, as of that date the IRS’s safe harbor explanations for eligible rollover…
Wednesday, September 26 and Thursday, September 27 11:00am - 1:00pm Eddie Merlot's Denver Tech Center 10110 E Dry Creek Rd, Centennial, CO 80112…
On August 31, 2018, President Trump signed an Executive Order (the “Order”) that included three main provisions. First, the Order aims at providing…
On August 17, 2018, the IRS released Private Letter Ruling 201833012 (the “PLR”). The party that requested the PLR is a 401(k) plan…
