Posts by David DuBrava

COVID-19 Impact to Retirement Plans
COVID-19’s Impact on U.S. Retirement Plans

We address three of the most immediate questions that companies should be considering related to…

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The SECURE Act Brings New Opportunities for Workplace Retirement Plans

By now, most employers know that the Setting Every Community Up for Retirement Enhancement Act…

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SECURE Act: Steps to Compliance

The SECURE Act is landmark legislation that affects the rules for creating and maintaining workplace…

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Signing Legislation
Changes for Retirement Plans with the SECURE Act

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement…

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Multiple Employer Plans: IRS Takes a Big Bite Out of the “One Bad Apple” Rule

The DOL recently released new rules that expanded access to retirement plans for small businesses.…

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Q&A: Association Retirement Plans

A multiple employer plan (MEP) allows employees of unrelated private-sector employers to participate in a…

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Retirement Plan Access Expanding for Small Businesses

According to the U.S. Department of Labor (DOL) approximately 38 million private-sector employees do not…

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Dark Constellation
Here’s Why You Should Consider Using a 3(38) Investment Manager

By leveraging a 3(38) investment manager, organizations are able to streamline the operational and administrative…

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Fiduciary Liability Insurance

Plan sponsors are often concerned with the prudence and process of obtaining insurance covering ERISA…

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Helping Participants Understand Tax Diversification Strategies for Retirement

Diversification is an important principle of risk management when it comes to saving for retirement.…

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