Retirement Plans Insights

Paul Sommerstad

Partner

Retirement Plans

SECURE 2.0: Important Insights for ERISA Plan Fiduciaries

December 23, 2022   -   On Friday, December 23, 2022, the house passed the omnibus bill that included dozens of retirement-related provisions and we expect it to be signed by President Biden quickly.  The good news for current retirement plan sponsors is many of the provisions will be elective or not impact your retirement plans until 2024 or later. However, […]

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Katherine Willis

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.