Understanding Your Fiduciary Responsibilities – ERISA Bonds
To protect private pension plans and other employee benefit plans from being mismanaged and abused, the Employee Retirement Income Security ...
Retirement & Financial
2021 Retirement Compliance & Regulation Extensions Due to COVID-19
Over the last few months, government agencies have been working on extending relief options for individuals and businesses. As part ...
I Don’t Have an Estate, So Do I Really Need an Estate Plan?
You might be surprised to learn that you probably do have an estate. Virtually anyone who owns anything has an “...
Retirement Benefits Sites Help Employees Meet Their Financial Goals
Offering a competitive 401(k) retirement plan is one of the most valuable ways you can invest in your employees, but ...
Financial Preparedness: Learning to Save as a Family
We’ve all heard that saving three to six months of expenses in an emergency fund should be a top ...
Building an Emergency Fund During COVID
We’ve all heard that saving three to six months of expenses in an emergency fund should be a top ...
Debate Continues on the Suitability of Environmental, Social, Governance (ESG) Funds in Retirement Plans
With increasing attention on racial injustice and COVID-19, many companies face pressure to offer Environmental, Social, Governance (“ESG”) funds for ...
Sequoia joins NAPA DC Fly-In Virtual Meetings on the Hill
Over the last few months, government agencies have responded to COVID-19 with numerous relief options for individuals and businesses. As ...
2020 Retirement Legislation & Regulation Explosion!
Over the last few months, government agencies have responded to COVID-19 with numerous relief options for individuals and businesses. As ...
IRS Extends Many Tax Filings, But Not Retirement 5500s
To help taxpayers, the Department of Treasury and the Internal Revenue Service (IRS) issued Notice 2020-23 to provide additional key ...
The Modern Mortgage: An Inside Perspective on Financing a Home
For most of us, buying a home is one of the biggest debts we’ll take on in our lifetime. ...
DOL Issues Final Regulations on E-Delivery for Retirement Plan Disclosures
The Department of Labor (DOL) issued a final regulation on optional alternative safe harbors for satisfying ERISA’s disclosure delivery ...