The Labor Dept’s fiduciary regulation is likely dead. See our Advisor Services tab for an article summarizing how the SEC intends to fill the void.

Illinois Secure Choice mandatory retirement plan goes live this autumn. Employers with 25 or more employees in Illinois and who do not offer a retirement plan must enroll their employees in this program or face significant penalties. We have been reporting on this new program in our newsletter The Dana Report.

Please give Lee Jennings a call at (630) 802-7644 for more information.

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