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Fiduciary Tips for Defined Benefit Plans: Trust Eligible Expenses

Fiduciary Tips for Defined Benefit Plans: Trust Eligible Expenses

Feb 17, 2015 | defined benefit plans, Pension Plan Optimization

Much has been written in recent years about fee transparency within retirement plans, with the overwhelming majority of the focus centered on defined contribution plans.  This is a result of law changes aimed at getting record keepers and investment advisors to more...

Recent Updates

Almost all IRS limits increase for 2026 except for the Super Catch-Up Contribution, and the Highly Compensated Employee Limit.  Watch for the new Roth Catch-Up rules and find the 2026 limit details here:  Download PDF

The Shore Tompkins Blog

  • What Type of Retirement Plan Should My Business Implement? – Part 8
  • What Type of Retirement Plan Should My Business Implement? – Part 7 
  • What Type of Retirement Plan Should My Business Implement? – Part 6
  • What Type of Retirement Plan Should My Business Implement? – Part 5 
  • What Type of Retirement Plan Should My Business Implement? – Part 4

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