Tag: 457

IMHO: “Conversation” Starters

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people.


Winner’s Circle

Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!

Deferred Gratification

Final section 409A regulations are complicated, but offer opportunities for advisers

457 Exemptions

 IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments