Novel Coronavirus and Novel Opportunity for Fiduciary Review

There are so many titles floating around the retirement plan community that many plan sponsors have become numb to the differences and roles of their advisors. Clients of The Waterford Group utilize our services as an Employee RetirementIncome Security Act of 1974 (ERISA) § 3(38) fiduciary, and there is a reason we believe there is an important distinction that needs to be reinforced.

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2020 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit). You may be able to take this credit if you,...

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