December 30 2014

What are your 401(k) retirement plan goals?

As we head into a new year, ‘tis the time to reflect on the past and set goals for the future.

December 25 2014

Don't miss these important retirement plan deadlines

Ho ho ho! We deliver to your stocking today a list of deadlines posted by the IRS. Some of these deadlines are as soon as December 31.

August 15 2014

O Former Employee, Where Art Thou?

You may remember the hit CBS television series Without a Trace from the previous decade. At the beginning of each episode, the FBI would learn of a person who had “gone missing.” Anthony LaPaglia’s character, Jack Malone, and his team of FBI special ...

June 11 2014

A Surprising Fact About Your 401(k) Plan and Beneficiary Designation

Many plan participants do not know their 401(k) plan beneficiary designation supersedes a will or trust. Consider a beneficiary designation a legally binding document without an expiration date.

March 25 2014

PPA Restatement for most IRS 401(a) Profit Sharing and 401(k) Plans

In 2014, the IRS is expected to issue approval for the pre-approved 401(a) and 401(k) plan documents that have been updated to comply with tax law changes since the previous restatement mandated by the IRS.