Employers: January 2017 Is Busier Than Ever with New Due Dates

December and January are undoubtedly busy times for businesses with closing out their calendar years, gathering documentation for their accountants, tax preparers, and auditors, and [...]

Board Development Imperative to a Not-for-Profit’s Future

Our world is changing at a record pace, particularly here in the United States.  As a result nonprofit organizations need to plan accordingly, not only [...]

2018-10-18T15:20:14-04:00October 5, 2016|Categories: Business Advisory, Not-for-Profit|Tags: , |

The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.