Further Information

FiduciaryShield Bulletins

  • Updated 2018 Retirement Plan Limits

    Updated 2018 Retirement Plan Limits

    The IRS has released the Cost of Living Adjustments (COLA) affecting dollar limitations for contributions to retirement plans in the 2018 tax year. Here's what you need to know.

  • Post-DOMA: The Impact of Same-Sex Marriages on Retirement Plans

    Post-DOMA: The Impact of Same-Sex Marriages on Retirement Plans

    In United States v. Windsor, the U.S. Supreme Court set aside as unconstitutional the section of the Defense of Marriage Act (DOMA) that defined marriage as between one man and one woman. As a result, same-sex couples [...]

  • Deposit Deadline: Employer Contributions

    Deposit Deadline: Employer Contributions

    “When is the deadline for depositing employee salary deferrals into the plan?” is a question we often hear that has a simple answer. However, the company contributions, such as matching and profit sharing contributions, is a more complex [...]