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JDSupra
Categories
Monthly Archives: March 2013
Bad Networking for Retirement Plan professionals
When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or the yellow pages (if … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Another 10 Major Misconceptions Plan Sponsors Have About Their Retirement Plans
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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The Top 10 Major Misconceptions Plan Sponsors Have About Their Retirement Plans
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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Saying goodbye to that old TPA can be difficult
The MTV reality series The Real World ends their opening intro by stating the show tries “to find out what happens… when people stop being polite… and start getting real.” As an ERISA attorney working with retirement plan clients I … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Cyprus and your 401(k)
While the folks in Cyprus can lose up to 10% of their bank account balance to help a European of their island nation, many point out that this may happen to us with our 401(k) and IRA accounts. We are … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Retirement Plan Sponsors Have More to Fear Than Fear Itself
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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The Misunderstanding of 401(k) Fees
Forbes had a nice blog post on how 401(k) plan fee disclosures are misunderstood. According to a survey they cited, 22% of all plan participants still think that they pay nothing for the administration of their plan. That’s actually an … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Advisors Advantage
My latest newsletter geared towards retirement plan providers can be found here.
Posted in 401(k) Plans, Retirement Plans
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The Building Blocks of a Successful Retirement Plan Practice
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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Limits on Deductibility of 401(k) Plans?
When it comes to defined contribution plans such as 401(k) plans, an employer’s deductions for their contribution to their plan is limited to 25% of the participant’s compensation. Internal Revenue Code Section 404(a)(3)(A)(i) limits employer tax deductions for profit sharing … Continue reading
Posted in 401(k) Plans, Retirement Plans
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