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Retirement Plan Challenges and Opportunities – SECURE 2.0 Act of 2022

Last Friday Congress passed its year-end omnibus spending bill avoiding a wide-spread government shutdown. We expect President Biden to sign this bill any day. The final legislation includes the SECURE 2.0 Act of 2022...more

401(k) Fee Litigation: Coming to a District Court Near You…

Until recently, the Carolinas were relatively immune to litigation surrounding alleged excessiveness of 401(k) plan fees. But last month in the U.S. District Court for the Western District of North Carolina, employees of...more

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