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dean's list
“Broken” Record
There's been a lot of press devoted lately to the "failure" of the 401(k)
fiduciary fitness
Changing Times
Is it possible to change the matching contributions under a safe harbor 401(k) plan?
sales champ
Fiduciary Investment Advisors
Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck Windsor, Connecticut
retirement income
Funds Move to the Next Level
New mutual fund products aim to help investors in the decumulation phase
trendspotting
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...
sales champ
Kelliher Group at Morgan Stanley
(Stephen Kelliher, Joseph McLaughlin, Bennett White) Norwell, Massachusetts
sales champ
Pensionmark Retirement Group
(Troy Hammond, Laura Battle, Devyn Duex, Deanna Bamford, Mike Woods, Daren Alcantar, Denisse Hernandez) Santa Barbara, California
trendspotting
Qualifying Information
IRS publishes additional 409A reporting, withholding instructions
sales champ
Retirement Plan Adviser of the Year Finalists
The ten finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards.