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dolaudits

Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement plan audi...

lawton2

401k Loans: The Worst Possible Investment

Taking a 401k loan is such a bad investment choice that it should not be allowed in any 401k plan ot...

nofit

Know when a SEP no longer fits

Those small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small businesses t...

grandma

Why you have bad funds in 401(k) plans

A few years ago, researchers from the business schools at the University of Indiana and the Universi...

lawton2

Are 401k Plan Loans Double Taxed?

Are 401k plan loans double taxed? As outlined in the example below, it appears that the principal am...

chess

Plan Design And Tax Deductions

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design...

parkkeay

It’s a mistake to only focus on fees

I remember as a kid that there was move to use margarine because of the cholesterol that was in butt...

hellomiserable

You have a choice in who you hire as a plan provider

A few weeks back, I signed up my daughter with a new summer camp after she was at her previous camp ...

lawton2

The 10 Biggest 401k Plan Misperceptions

Your 401k plan participants really believe some of the things outlined below!   Having worked a...

trashguy

The one thing you should never throw out as Plan Sponsors

I’m always asked about how long plan sponsors keep records and there is one thing plan sponsors sh...