Monthly Archives: April 2013

Recently, I read an interesting white paper from Indiana University regarding mutual funds. Employer-sponsored 401(k) accounts have gained significant importance around the world. In the United States, the value of 401(k) assets reached $3.5 trillion at the end of the third quarter of 2012. Their growth represents important business opportunities for mutual funds as they

Here’s a great read for those of you in need of updating your plan document, courtesy of 401kfiduciarynews.com. One of the benefits to establishing a qualified retirement plan is that they are subject to favorable tax treatment.  Did you know that failing to timely amend your plan document for changes in Federal tax laws can

Last week, we partnered with the DOL to provide business owners with an in-depth look at their fiduciary responsibilities. This brief article from BostonERISAlaw.com further underscores the importance of understanding your responsibilities.  I joked in a tweet the other day that I could be busy for the rest of my professional career if I could just