MRA
Associates
Blog

 

Retirement Plan Industry Update – Q1 2019

  April 29, 2019 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   Consolidation of Recordkeepers Continues –...

Retirement Plan Industry Update – Q4 2018

  January 29, 2019 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   IRS Releases 2019 Contribution Limits...

Retirement Plan Industry Update – Q2 2018

  July 24, 2018 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   The Bipartisan Budget Act Congress...

Password Protection

May 29, 2018 Written by Bob Meshinsky, Practice Leader for Forensic Services and Cyber Security at WGM Information Security   We have all been there....

Retirement Plan Industry Update – Q1 2018

  April 18, 2018 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   The End of the DOL...

Retirement Plan Industry Update – 4th Quarter 2017

  January 22, 2018 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Senior Client Associate, CFA, CPA, CFP® The Regrets of Not Saving...