Insights

Retirement Legal & Compliance Update Q4 2017 Available Now


The newest edition of the Retirement Legal & Compliance Update (Quarter 4, 2017) is now available. The newsletter includes articles on the latest government action on the fiduciary rule, how tax reform affects retirement plans, self-directed brokerage accounts and missing participants. The newsletter also contains an FAQ on when employers must make annual matching contributions. Please ask your advisor for a copy.