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
Posted by David J. Kupstas, FSA, EA, MSEA
in 401(k), Retirement, Financial Planning
with No Comments
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?
Posted by David J. Kupstas, FSA, EA, MSEA
in 401(k), Retirement, Financial Planning
with No Comments
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
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
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.