Category Archives: 401(k) Plans

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 →

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 →

My latest JDSupra.com article can be found here.

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 →

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 →

My latest JDSupra.com article can be found here.

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 →

My latest newsletter geared towards retirement plan professionals can be found here.

At my old law firm, there was a brilliant law firm partner. His only problem was that he had no people skills. He’d be great for research or writing, but you’d want him as far away from the client as … Continue reading →

My latest newsletter can be found here.