MEMORIAL DAY HOURS
Update! Monday, May 30th - The markets will be closed for Memorial Day, as will Randall + Hurley. Wishing everyone an enjoyable and safe long weekend!
RESOURCE SPOTLIGHT: FIDUCIARY RESPONSIBILITIES
MEETING YOUR FIDUCIARY RESPONSIBILITIES As an employer, the Department of Labor has strict rules that govern what you must do as a fiduciary. Our guide to fiduciary responsibilities explains those obligations in more detail. For more information contact us!
APRIL NEWSLETTER
Randall + Hurley April Newsletter [iframe src="https://eepurl.com/bYC9Yf" width="100%" height="800"]
MARCH NEWSLETTER
Randall + Hurley March Newsletter [iframe src="https://eepurl.com/bTSlIT" width="100%" height="800"]
ON THE ROAD TO RETIREMENT SURVEY
The Department of Labor is planning to undertake a long-term research project to learn how retirement planning strategies and decisions evolve. Relatively little is known about how people make planning and financial decisions before and during retirement. Prior to beginning this undertaking, the DOL wants your feedback about the usefulness of this data and the [...]
GOOD FRIDAY HOURS
Update! Friday, March 25th - markets will be closed for Good Friday. Randall + Hurley will remain open until 2pm.
FEBRUARY NEWSLETTER
Randall + Hurley February Newsletter [iframe src="https://eepurl.com/bQC4xn" width="100%" height="800"]
SAFE HARBOR PLANS CAN NOW AMEND MID-YEAR
The IRS now allows safe harbor plans to amend their plan document mid-year (and also retroactively to the beginning of the plan year). Unless specifically prohibited in the ruling or in other regulations, all amendments are now permitted. Prohibited amendments include: Increase vesting under QACA Reduce employees eligible for safe harbor contributions Change the type [...]
NEW WEBINARS, WATCH NOW!
If you missed our introductory webinars (or just want to review them again), you can view both An Overview of New Participants Experience and An Overview of Plan Sponsors and Financial Professionals below! An Overview of New Participants Experience An Overview of Plan Sponsors and Financial Professionals If you [...]
PRESIDENT’S DAY NOTICE
Heads-up! Monday, February 15th -- Markets will be closed and no trades will be processed in observance of President's Day. Randall & Hurley will remain open during normal business hours!