Blog Archives

Employee Benefits Update: August/September 2016

This issue’s topics include: DOL fiduciary rule rocks plan investment advice landscape When the final version of the U.S. Department of Labor’s fiduciary standards rule for advisors to retirement plans was issued in April, the wait for the long-anticipated regulatory

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Posted in Employee Benefit Plans

Insero Named Best Accounting Workplace for Fifth Consecutive Year

Insero & Co. CPAs was recently named as one of the 2016 Best Accounting Firms to Work for by Accounting Today for the fifth consecutive year. Accounting Today has partnered with Best Companies Group to identify companies that have excelled

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Posted in Careers, News

Seven Prominent Universities Sued Over 403(b) Plan Fees

The 403(b) community has become the target of retirement plan fee litigation. Lawsuits have been filed against Duke, Johns Hopkins, MIT, NYU, UPenn, Vanderbilt, and Yale on behalf of plan participants. The complaints allege that the plan sponsors failed to monitor excessive

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Posted in Employee Benefit Plans

Employee Benefits Update: June/July 2016

This issue’s topics include: DOL liberalizes views on economically targeted investments The U.S. Department of Labor (DOL) has reversed guidance it issued in 2008 with respect to retirement plans’ allocating funds to economically targeted investments (ETIs) that consider environmental, social

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Posted in Employee Benefit Plans

Employee Benefits Update: April/May 2016

This issue’s topics include: Plan fee benchmarking Key fiduciary considerations when reviewing plan fees Are the services a plan receives reasonably priced? Knowing the answer is a vital fiduciary duty. ERISA expects more from plan fiduciaries than simply shopping around

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Posted in Employee Benefit Plans

What to do if you owe taxes

I sat down with Mark Gruba at News 8 (WROC-TV) this morning to discuss your options if you owe money to the IRS. Check out my interview at http://www.rochesterfirst.com and be on the lookout for more interviews in the future.

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Posted in News