More Updates to the CARES Act and Good News for Safe Harbor Plans
IRS Notices provide updates and clarifications to the CARES Act, plus increased contribution funding flexibility for Safe Harbor Plans....
July 27, 2020
Resources
Market Update (Video)
As good news regarding a COVID-19 vaccine and the re-opening of the U.S. economy fuels market gains, Director of Research Ed McIlveen summarizes...
July 15, 2020
Finally! Leniency on those pesky annual notice deliveries
Find out how the DOL's new rules regarding e-delivery of annual notices may provide welcome relief to plan sponsors. ...
July 14, 2020
Help your future self by following these rules for retirement saving
Most of us aren’t interested in holding down a job into our 80s, and nobody wants to be a financial burden on others,...
July 9, 2020
Follow these rules for retirement saving
Featured in the Milwaukee Journal Sentinel's 401(k) Adviser segment, Francis Investment Counsel's Mike Francis explains why some upfront work can go a long...
July 9, 2020
A Case for Both
Featured in PLANADVISER Magazine, Ed McIlveen chimes in on the active vs. passive investment management debate and why there's a case for both...
July 8, 2020