New Legislation Extends Popular Tax Provisions

Tag: Retirement Income

small business retirement plans

December 18, 2014  |  

401(k) Plans: The Early Days, ERISA and Your Fiduciary Responsibility

Third in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways The Employee Retirement Income Security Act of 1974 (ERISA) put in place guidelines to help protect retirement plan participants. The 401(k) plan, although a relatively new concept, has become the primary retirement savings vehicle for today’s […]

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December 17, 2014  |  

401(k) Plans: Don’t Let the Fees Sneak Up on You

Second in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways  You don’t have to know all the answers, just ask the right questions. 401(k) costs can have a major impact on long-term results for participants. Be aware of the costs you are incurring and be diligent […]

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401k-plan

December 17, 2014  |  

401(k) Plans: There Is No Free Lunch

First in a series of articles about retirement plan costs for investors, business owners and plan administrators  Key Takeaways Think of the long-term impact when it comes to making the decision to participate in your company retirement plan. Respect the power of compounding. Time and discipline make for successful investment outcomes. This article series is […]

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July 8, 2014  |  

401(k) Plan Fees – Do you know what they are costing you?

Key Takeaways Despite disclosure rules adopted in 2012, 401(k) fees are still very murky and often overlooked by retirement plan participants. Hidden, seemingly innocuous fees can add up to hundreds of thousands of lost dollars over time. Employers are required to have fiduciary responsibility over their company’s retirement plans, including full disclosure of fees, expenses […]

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