*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Six Easy Steps to Keep Your Plan Assets Safe Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance Cyber fraud
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority
Many individuals have recently been significantly impacted by both the hurricanes and California wildfires and the Internal Revenue Service (IRS)
Six Easy Steps to Keep Your Plan Assets Safe Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance Cyber fraud is a growing concern globally.
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most investors, it’s important to know
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of the most common plan sponsor
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However,
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority of the Department of Labor
Many individuals have recently been significantly impacted by both the hurricanes and California wildfires and the Internal Revenue Service (IRS) provided relief for qualified individuals
Six Easy Steps to Keep Your Plan Assets Safe Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance Cyber fraud
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority
Many individuals have recently been significantly impacted by both the hurricanes and California wildfires and the Internal Revenue Service (IRS)
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Wellspring Financial Partners®
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
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