75% of companies favor this benefits move
December 15, 2011 by Jake Simms
Many companies eliminated their 401(k) plan match when the market crashed.
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December 15, 2011 by Jake Simms
Are your clients up on the feds’ newest 401(k) rule?
November 15, 2011 by Jake Simms
Heads up: The feds just issued a final rule on investment advice for defined-contribution retirement plans – and it goes into effect Dec. 27, 2011.
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Tax relief on way for strapped homeowners
November 8, 2011 by Jake Simms
Congress may soon give taxpayers in danger of losing their homes a big break.
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An overlooked (and costly) 401(k) error
October 11, 2011 by Jake Simms
Employer-based retirement plans often contain different definitions of the word “compensation” – and that can cause big problems.
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The big risk in changing a retirement plan
July 2, 2011 by Jake Simms
When changing an employer-based retirement plan, make sure that all employees benefit from the changes.
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More time for complying with 401(k) fee rules
June 30, 2011 by Jake Simms
Good news: Companies have more time to comply with stricter fee-disclosure rules for retirement plans.
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Obama proposes mandatory employer-sponsored pensions
March 24, 2011 by Jake Simms
Heads up: The Obama administration is floating a plan to require most businesses to set up an employee pension plan.
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Do they really hate this 401(k) option?
January 5, 2011 by Jake Simms
Here’s more proof that fear can spark misguided retirement-planning decisions:
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Tweaking benefits to retain employees
December 7, 2010 by Jake Simms
Some companies are getting smarter and taking steps that enhance their retirement plans, so their best people stick around.
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Some clients want to jump ship — here’s why
November 23, 2010 by Jake Simms
CFOs are feeling increasing pressure to cut costs. Guess where they’re looking first?
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