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| Sun Jun 30 Deadline to complete audit and file 11Ks |
| Wed Jul 31 Form 5500 Series Due |
| Wed Jul 31 Form 5558 Due |
| Wed Jul 31 Updated Summary of Material Modifications |
"Employers start to look closely at 401(k) fees" - Read this recent article that appeared in the Houston Chronicle, where Marshall is quoted in a discussion about plan level fees, and fund expense ratios.
A great deal of time and money has recently gone to the fiduciary debate. Are you or aren't you? Read the following article for more information: "Fiduciary Politics"
Once upon a time, a few thousand years ago, what happened in Greece made a huge impact on the rest of the world. Most of us have learned the recent news regarding the ailing economies within the EU (Spain, Ireland, Portugal and, and of course, Greece). A normal reaction from a typical American to this news can probably be summarized thusly: 1) that’s Europe’s problem, not ours, and 2) what’s bad for the EU is probably good for us. Read the following article for more information: "Why You Care About Greek Debt Default - even if you don't eat the yogurt"
Few companies have an accurate read on their 401(k) administrative costs. Read the following article for more information: "Is Revenue Sharing Bloating Your Client's 401(k) Costs?"
The Department of Labor's Employee Benefits Security Administration (EBSA) issued final rules regarding the details, availability, format and distribution of participant-level fee, and expense information. While the projected impact of these new rules is significant, I fear the solution may be as problematic as what it intends to cure. Read the following article for more information: "Cut to the Chase"