November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More
November 8, 2017 Impact of Tax Reform on Financial Statements & Tax Rates This tax reform could have significant impacts on public-company financial statements and companies. Read More
September 30, 2017 SDM Technology | 2017 Dell Boomi Partner of the Year SD Mayer & Associates LLP (SDM) is proud to announce that it has been named the 2017 Dell Boomi Partner … Read More
September 13, 2017 IRS Guidance for Research Credit Expenses On September 11, 2017, the IRS issued a Directive to Large Business & International (LB&I) Division examiners providing guidance for … Read More
June 5, 2017 Chapter Ten: Why We Bought a Bookstore Have you ever wondered what happened to so many of the local neighborhood businesses that were part of your life … Read More
May 8, 2017 Chapter Eight: Abraham, Martin and John Steve Mayer shares an excerpt from his book on influential figures that helped shape his life and career and his … Read More
January 4, 2017 Reflection On What It Takes To Become Successful Steve Mayer shares insights about the characteristics, virtues, and responsibilities a person must take on to become successful in life. Read More
September 12, 2016 Conflict of Interest or Fiduciary Rule: Q&A – Part I The Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016. This Q&A … Read More
September 2, 2016 Chapter Seven: My Saab Story and Other Lessons Steve Mayer shares an excerpt from his book on why he drives a 1983 Saab 900S with 370K miles on … Read More
June 7, 2016 I’m Too Young to Save for Retirement! The concept of retirement may be far off for the younger generation, but there may be no better time to … Read More
June 1, 2016 Chapter Six: The “Flag Thing” Steve Mayer shares an excerpt from his book on baseball, the American Flag and national anthem and his insights on … Read More
April 19, 2016 Oversimplification Endangers Retirement Savings Target Date Funds have increasingly become the preferred method for participants who make no election. How are custom solutions evolving … Read More
