Category Archives: Retirement Plans

The Law Firm Review

Posted on October 27, 2014 by admin

My latest newsletter can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Retirement Plan Sponsors Should Know Their Role as Plan Fiduciaries

Posted on October 26, 2014 by admin

My latest JDSupra.com article can be found here.

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The 2015 Retirement Plan Limits are in

Posted on October 23, 2014 by admin

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and … Continue reading →

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Advisors should help grow Client’s assets

Posted on October 20, 2014 by admin

If you are a financial advisor, more assets under management equal more money. So that means a financial advisor working in their 401(k) plan space should do their best to making sure that their Plans get bigger n the asset … Continue reading →

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Being a long term Plan Provider can be a bad thing too

Posted on October 20, 2014 by admin

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While having a long time base of clients is great for business and indicative of client satisfaction, it can … Continue reading →

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How to Pick Your Retirement Plan Providers

Posted on October 17, 2014 by admin

My latest JDSupra.com article can be found here.

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Plan sponsors should replace the bad Bad Plan Decision Makers

Posted on October 16, 2014 by admin

If your company’s retirement plan got into some trouble because the powers that be who run the plan (whether it’s the C.E.O., human resources director, or retirement plan committee) took their eye off the plan, it may be a time … Continue reading →

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Limiting Plan Sponsor Liability: The Board Game

Posted on October 16, 2014 by admin

After the downstairs play area was rebuilt after Hurricane Sandy, my wife went on a toy-buying spree to replace the board games we lost thanks to the five feet of water. My wife loves board games and the kids do … Continue reading →

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Lies That Prospective Retirement Plan Providers May Tell You

Posted on October 13, 2014 by admin

My latest JDSupra.com article can be found here.

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Read the 5500 before E-Filing It.

Posted on October 6, 2014 by admin

Now is the time that plan sponsors who are on extension to file their Form 5500 should be receiving them via email from their third party administrator (TPA). While plan sponsors just immediately file them to get it off their … Continue reading →

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