Magazine Articles

IRS Issues Final 409A Relief Procedures

Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section 409A, the IRS released the final version of the correction programs.

Just in Time

IRS offers relief for 403(b) written plan document requirement

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

The World Turned Upside Down

The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves

Through the Looking Glass

As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.

Together We Go

Investors with advisers show more confidence

Measuring the Unmeasurable

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?

Note Worthy

Details about other PLANADVISER happenings

Reasonable Doubt

Court rules Smith Barney fund fees not too expensive

Road Test

A review of a recent product development

Room To Grow

Micro plans offer good plan designs, but have room for improvement

Second Cite

EBSA releases proposed revisions to provider fee disclosures

Service Model

Should retirement income be part of your practice?

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.