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Anthony Powers Anthony Powers

IRS/DOL Audits Are Increasing Dramatically - Are You Ready?

If your plan has not been recently audited, it is likely only a matter of time before the Internal Revenue Service (IRS) or the Department of Labor (DOL) comes knocking. If/when you are notified of an audit, early preparation can help streamline the process, keep the investigation narrow, and avoid potential financial penalties and interest.

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Anthony Powers Anthony Powers

Thanks for the Memories: Gratitude and Financial Wellness

So much about financial wellness has to do with cultivating a mindset favoring delayed versus immediate gratification. In the language of behavioral economics, the tendency to prefer short-term rewards is called hyperbolic discounting.

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Anthony Powers Anthony Powers

ERISA 3(38) Fiduciary Services

Most organizations’ human resource departments and C-suites are seeking efficiencies and risk mitigation for their entities. For these, and a myriad of other, reasons, plan sponsors are giving 3(38) fiduciary discretionary investment management services a closer look.

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Anthony Powers Anthony Powers

Student Loan Repayment Program

On August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed an individual plan sponsor’s desire to amend their retirement plan to include a program for employees that were making student loan repayments. The form of this benefit would be an employer non-elective contribution (SLR contribution).

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Anthony Powers Anthony Powers

Fiduciary Hot Topics – Q1 2022

Fiduciary Hot Topics - Q1 2022 covers “Alternative Investments” in Retirement Plans, The Department of Labor takes a 180 Degree Turn on ESG Investing and The Schlichter Firm Gets its Hand Slapped.

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Anthony Powers Anthony Powers

New Horizons Retirement Readiness

Retirement planning is an exciting task, although we understand it can be intimidating for some. The many opportunities and options for a great future can be overwhelming. It is important to take the time to make the best plans and decisions possible for one’s happiness and well-being.

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