Fiduciary Concerns Articles

Q4: Quarterly Task

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...

Corner on the Market: Basic Financial Terms to Know – Stretch IRA

Dec 19, 2017 | Fiduciary Concerns, Taxes

Just as it sounds, a stretch IRA is a minimum withdrawal strategy designed to “stretch” the period over which earnings can be tax-deferred. This is a popular tax mitigation technique with inherited or “Beneficiary” IRAs. Essentially, the IRS allows you to take minimum...

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