Monthly Archives: January 2013

DALBAR Study on Quality of Fee Disclosures

Posted on January 8, 2013 by admin

DALBAR, along with Reason released a ranking of the larger retirement plan providers as it pertains to fee disclosure. The study reviewed the plan sponsor disclosures released by these providers based on transparency analysis. Does this study mean anything? Well … Continue reading →

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That Roth 401(k) Conversion Gimmick

Posted on January 7, 2013 by admin

As I stated before, one of the provisions of the “fiscal cliff” deal was a provision that allowed 401(k) plan participants to convert their pre-tax salary into a post-tax Roth 401(k) deferrals that will be distributed tax free at retirement. … Continue reading →

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The Right Way and Wrong Way for a Retirement Plan Financial Advisor

Posted on January 6, 2013 by admin

My latest JDSupra.com article can be found here.

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Pushing Roth 401(k) this week and year

Posted on January 3, 2013 by admin

When orange juice was on sale, my father in law would buy a few cartons and would proclaim “we’re pushing orange juice this week”. If you’re in the retirement plan business, you might be considering pushing Roth 401(k)s this week. … Continue reading →

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Law Review

Posted on January 3, 2013 by admin

My latest newsletter can be found here.

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New Year’s Resolutions That Plan Sponsors Should Make and Keep

Posted on January 2, 2013 by admin

My latest JDSupra.com article can be found here.

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