DBZ News & Blogs

  We communicate every day with texts, emails, and phone calls to clients, advisors, and other professionals. Our days are filled with communications. Far too often, though, little or no attention is given to the way we communicate. 

  While the establishment of a cash balance plan is an easy sell for certain small employers, traditional defined benefit plans also present a great sales opportunity.

The IRS is warning human resource and payroll departments about an ongoing email scam.  This type of email phishing known as “spoofing,” uses a corporate officer’s name to request W-2 information.

  Due to the recent enactment of the DOL Fiduciary Rule and a lot of back and forth on possible implementation delays, the term “fiduciary” has been very prominent in the news.