Our Thoughts On Archive

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

Pre-Approved 403(b) Plan Documents

Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final