Retirement Plan Fees

Retirement plan fees are complicated. Between administration, investment management, recordkeeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t always clear to plan participants or plan sponsors exactly what they’re paying, how much they’re paying or even who’s paying the fees.

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Record Retention

<< BLOG HOME What’s the Magic Number When it Comes to Record Retention?You don’t need to be a magician to know what records to keep

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IRS Audit Tips

ARE YOU PREPARED FOR AN IRS AUDIT? The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis,

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