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Monthly Archives: November 2010

Can a Texas nonprofit organization make a loan to a director?

I was recently asked this question and need to preface the answer by saying any organzation should consult legal counsel Read More >>

“Investors hoping to keep track of their retirement plans’ costs have just won an important victory. But their battle is far from over.” (WSJ)

Shining a Light On Murky 401(k) Fees by Eleanor Laise  http://on.wsj.com/c5P66Z After a yearslong effort, the U.S. Department of Labor Read More >>

3 Steps to reducing plan sponsor liability: Step 3 – Understanding Fees and Liability

To reduce your liability, we’ve looked at plan structure (September 24) and plan maintenance (October 1). The final step is Read More >>

Exercising control over the value of your plan

The 2008-2009 financial crisis was a stark reminder of the mortality of our retirement plans. Clearly, investment/overall market performance and Read More >>