Archives

This new participant disclosure must estimate the monthly income that a participant’s plan account balance could produce if paid in both a qualified joint and survivor annuity (QJSA) and a single [...]

A Simplified Employee Pension (SEP) IRA account is a common solution small business owners turn to for their retirement planning. There are many reasons to utilize SEPs including the overall ease [...]

CRS often speaks with financial advisors whose clients are seeking a “cost-effective” retirement plan option, and a common consideration is the SIMPLE IRA. The name notwithstanding, a SIMPLE IRA [...]

While the Biden administration was unable to pass its massive tax reform legislation through the Build Back Better Plan in 2021, many relieved business owners and financial advisors are given a [...]

The term 3(16) Fiduciary has been a hot topic in the industry for the past few years, and for good reason. In 2020, the Employee Benefits Security Administration (EBSA) found violations of ERISA [...]