DOL Issues New Disclosure Rules

The September issue of Greater Charlotte Biz magazine featured articles by Elliott Davis Investment Advisors’ retirement plan advisor Gary Shuford, AIF, CRSP and Elliott Davis tax senior manager Marguerite Hardy, CPA. Shuford’s article “DOL Issues New Disclosure Rules – What do they mean for you and your 401(k) plan?” focuses on the Department of Labor’s interim final rules on retirement plan disclosures. Hardy’s article “Traditional IRA vs. Roth IRA – What’s best for you?” discusses the advantages and considerations when making this decision.