by Dayle Scheinman | Oct 2, 2018 | Fiduciary Concerns
October Audit third quarter payroll and plan deposit dates to ensure compliance with the Department of Labor’s rules regarding timely deposit of participant contributions and loan repayments. Verify that employees who became eligible for the plan between July 1 and...
by Dayle Scheinman | Oct 2, 2018 | Investing
A benchmark serves a crucial role in investing. Often a market index, a benchmark typically provides a starting point for a portfolio manager to construct a portfolio and directs how that portfolio should be managed on an ongoing basis from the perspectives of both...
by Dayle Scheinman | Oct 2, 2018 | Retirement Planning
How much should you save for retirement? Marlena Lee, PhD, from Dimensional Fund Advisors, discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time. I can’t...
by Dayle Scheinman | Sep 4, 2018 | Retirement Planning
It’s important understand how your different sources of income will be taxed during your retirement years. For most people, they will have at least two different sources of income in retirement and for many three or more. Retirement can affect someone’s tax...
by Dayle Scheinman | May 19, 2018 | Taxes
On May 4, 2017, the Treasury Department and the IRS released Revenue Procedure 2017-37, which stated that the maximum contribution to an HSA for an individual with family coverage under a high deductible health plan would be $6,900 for 2018. On March 2, 2018, the...
