Tag Archives: retirement

Turning of the Tides

Investors regularly quote the adage, ”A rising tide lifts all boats.” In 1953, GM President Charles Wilson said during hearings to become Secretary of Defense, “What’s good for the country is good for GM and vice versa.”  A half century … Continue reading

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New ERISA regulation shining light on hidden 401(k) fees – 408(b)(2)

The Employee Benefits Security Administration (EBSA) imposed a new regulation that amends a prohibited transaction rule under ERISA and the Internal Revenue Code – 408(b)(2). Effective on July 16, 2011, the new rule will impact tens of millions of employees … Continue reading

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