/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-03-13-17-14-00-560-69b445d8c044ab54ad096077.jpg)
The proverb “March comes in like a lion and goes out like a lamb” refers to typical March weather, which improves as the month goes on. ...
Groom: In Brief
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-03-06-16-55-26-648-69ab06fe9855a8beba72a50c.jpg)
With the July 4th launch of Trump accounts just a few months away, guidance cannot come soon enough. On March 6th, IRS released two...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-01-19-19-17-30-511-696e834a7a3631344c30d846.jpg)
In Notice 2026-13 (the “Notice”), IRS gives us an updated model 402(f) rollover notice for qualified plans (replacing Notice 2020-62)...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-01-21-02-13-10-327-697036361849535487906317.jpg)
Each year, the IRS updates Revenue Procedures (Rev. Proc. 2026-1 through Rev. Proc. 2026-7) for policies and procedures applicable to...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-01-22-14-34-51-451-6972358bbc6a7f3ea090ccaf.jpg)
A recently announced SEC cease and desist order that included a $150,000 penalty reiterates the importance the SEC places on registered...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2026-01-06-01-10-08-246-695c60f08674a83eb90991f9.jpg)
A new exception from the additional 10% tax for early distributions from defined contribution plans (including 403(b) and 457(b) plans)...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-12-18-18-03-11-285-694441dfc311190ddba43823.jpg)
In helpful guidance to registered investment advisers, the SEC’s Division of Examinations issued a Risk Alert on December 16, 2025, with...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-10-21-16-06-32-833-68f7af88c103613cebe35414.jpg)
Today is HSA Day, a day created to promote the benefits of HSAs! As HSA enthusiasts, we are happy to join in on the celebration with...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-10-01-13-40-09-334-68dd2f39e92e2686b221c1e1.jpg)
Last Friday, the Department of Labor ("DOL") released a plan for its operations in the event of a shutdown. The plan indicates that...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-09-19-10-05-50-762-68cd2afeed0a557f5c769d64.jpg)
In a 52-47 vote, the U.S. Senate confirmed Daniel Aronowitz as assistant secretary to oversee DOL's Employee Benefits Security...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-09-11-11-59-20-381-68c2b9982b4d83f98421a79a.jpg)
On September 8, a Senior Policy Advisor for EBSA delivered remarks critical of ESG investing at an OECD conference in Paris. The...
/Passle/687957ea093e1f067f31b682/SearchServiceImages/2025-09-08-14-15-00-266-68bee4e48d52a4756c32ed2f.jpg)
The Council of Economic Advisors ("CEA") recently released a report discussing the new “Trump Accounts” created by the recent...