IRS Determination Letter

What Is An IRS Determination Letter?

March 13, 2018 by Evan Ross

If you have a customized 401(k) plan, you may have been a regular pen pal with the IRS. The documents of a qualified retirement plan, […]

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What Is A 401(a) Plan?

March 5, 2018 by Alex Goldberg

Among the alphabet soup that describes the defined contribution world, 401(a) plans are among the lesser known. The 401(a) primarily covers government employees, including those […]

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457(b) vs. 401(k): What are the key differences?

March 2, 2018 by Alex Goldberg

If you have narrowed your answer down to a) a passenger jet or b) a type of retirement plan, congratulations! A 457(b) is a retirement […]

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401(k) Hardship Withdrawal: What’s Your Plan’s Policy?

February 20, 2018 by Alex Goldberg

Plans sponsors have a lot of options when designing the company’s 401(k) plan. Among the choices an employer can make is whether or not to […]

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How to Maximize 401(k) Contributions for Key Employees

February 16, 2018 by Alex Goldberg

So your business is humming along and you’d like to maximize retirement benefits and 401(k) savings for your top performers. And, if your company can […]

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How to Think About Your 401(k) Vesting Schedule

February 15, 2018 by Alex Goldberg

When it comes to running the company 401(k), there are a lot of trade-offs to consider. For example, you want to offer employees ample investment […]

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401(k) Loan Policy Best Practices

February 11, 2018 by Alex Goldberg

To start, here’s a bit of general background on 401(k) loans policy: Despite the fact that adopting a liberal 401(k) loan policy can add administrative […]

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The Quick-Start Guide to 401k Plan Documents and Records

February 7, 2018 by Alex Goldberg

Whether you’re staring down the barrel of a Department of Labor (DoL) audit or just being proactive, knowing the details on your 401(k) plan documents […]

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Change Retirement in America

January 30, 2018 by Healy Jones

Retirement in America is underfunded by $6 trillion – and the existing financial service providers aren’t doing enough to fix it. Although they are collecting […]

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Start-Up Life: Why I Traded Wall Street for Fintech

January 25, 2018 by Inbar Koppel

Boardrooms, suits and hierarchy, or graphic tees, free snacks, and coffee with the CEO? These visuals are at odds with each other, and no two […]

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