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IRS to target excess 401(k) deferrals

When I do my own taxes and the income taxes for friends, the software I use will alert me when I make a mistake and perhaps, enter an amount in the 401(k) deferral box on Form W-2 that is in excess of the annual limit for plan participants. The annual limit ($...

stpeteconf

That 401(k) Conference will hit St. Pete this March

I am proud to announce That 401(k) Conference will be emanating from the confines of Tropicana Field on Thursday, March 7, 2019. Information on this site will be provided when ready. This will be in addition to our inaugural That 401(k0 Plan Sponsor Forum, whi...

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IRS announces retirement plan limits for 2019

It’s that time of the year to prepare for next year, so the Internal Revenue Service has announced...

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That 401(k) Conference to hit Kansas City in May

I am proud to announce That 401(k) Conference will be emanating from the confines of Kauffman Stadiu...

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Fidelity sued again over their 401(k) plan

  I have always been concerned about the use of proprietary funds, especially belong to mutual ...

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Is University 403(b) plans the Dien Ben Phu of ERISA litigation?

Casino is an underrated movie and it had a great line on the poster that said: “no one stays on to...

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VCP Program to go paperless

I hate paper, I really do especially when I can do thing paperless by going online.   The Inter...

podcast

That 401(k) Podcast is available

Around 3 episodes of That 401(k) Podcast is available for free on Podbean (https://that401kpodcast.p...

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DOL on verge of issuing MEP guidance

Six years since the Department of Labor (DOL) advisory opinion that required commonality between ado...

podcast

That 401(k) Podcast Now Streaming

View Podcast Page That 401(k) Podcast Now Streaming from this site and ITunes. If anyone is interest...