I design and service your retirement plans to meet the goals of your organization in accordance with ERISA, the internal revenue code, and the Department of Labor.Read More
Boston-based Independent Financial Advisor Tim Hayes provides comprehensive 401(k) consulting services for employers of all sizes in MA, RI, NH and ME.
If you own employer stock in your 401(k) plan and if that stock has gone up when you retire you should be aware of Net Unrealized Appreciation (NUA).Read More
You will able to put a little more into your workplace retirement account in 2018.Read More
The 5th Circuit Court of Appeals ruled on March 15 that the Department of Labor overstepped its bounds in creating the so-called fiduciary rule, parts of which went into effect last year.Read More
The timeline of DOL took six years, but the DOL changed who is a fiduciary under ERISA. This change will impact most employer retirement plans, and IRAs.Read More
The Department of Labor believes that conflicts of interest in the financial services industry are hurting individuals who have retirement plans such as 401(k), SEP, SIMPLE, and IRAs.Read More