December 11, 2017 Saving for College You have big dreams for your kids. Maybe they'll be an astronaut or a doctor—their potential has no limit. Saving … Read More
December 8, 2017 Women in Retirement: 60 Percent Not Saving Enough The Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t … Read More
December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More
December 6, 2017 Plan-Level Rate of Return—Useful or Useless? Many people use plan-level rates of return to determine the quality of an investment lineup. However, several variables impact plan-level … Read More
December 4, 2017 Target Date Funds — Does One Size Really Fit All? When it comes to retirement and target date funds (TDFs), all individuals within an organization have historically been placed in … Read More
November 30, 2017 Improving Automatic Enrollment The majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan … Read More
November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More
November 8, 2017 Impact of Tax Reform on Financial Statements & Tax Rates This tax reform could have significant impacts on public-company financial statements and companies. Read More
September 30, 2017 SDM Technology | 2017 Dell Boomi Partner of the Year SD Mayer & Associates LLP (SDM) is proud to announce that it has been named the 2017 Dell Boomi Partner … Read More
September 13, 2017 IRS Guidance for Research Credit Expenses On September 11, 2017, the IRS issued a Directive to Large Business & International (LB&I) Division examiners providing guidance for … Read More
June 5, 2017 Chapter Ten: Why We Bought a Bookstore Have you ever wondered what happened to so many of the local neighborhood businesses that were part of your life … Read More
May 8, 2017 Chapter Eight: Abraham, Martin and John Steve Mayer shares an excerpt from his book on influential figures that helped shape his life and career and his … Read More