Posts

Q&A for Filing Form 5500

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As you prepare to file Form 5500 by the July 31 deadline, here…

Trustees vs. Fiduciaries

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Representatives from our firm recently spoke at a seminar for…

Guidelines for Plan Consultants

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Many plan sponsors hire consultants to provide expert advice…

Employees need education to overcome inertia in dealing with 401(k) investments

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A recent article from CFO Magazine discusses what companies…

Murder for money - it's not just about the life insurance anymore.

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From the Wall Street Journal blog, Financial Advisor:  A story…

Five Ways to Lose Your Tax Exempt Status Part 3

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Eligibility Problems A failure to let an employee in the plan…

Five Ways to Lose Your Tax Exempt Status Part 2

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This is Part 2 in our series Five Ways to Lose Your Tax Exempt…

Five Ways to Lose your tax exempt status

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One of the surest ways to sow discord among employees is to cause…

Do I Need a Plan Audit?

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If you have 100 or more eligible participants at the beginning…

Urgent Action Needed for 403(b) plans

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It’s important to take effective measures now to prevent regulators from cutting into your wallet. And, you don’t want to ignore the IRS. The new requirements issued July 24, 2007 apply to ALL 403(b) plans. Fortunately, the extra requirements, while burdensome, are not insurmountable.