Q&A: 403(b) Plans and Puerto Rico
Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan does. Does the Puerto Rican tax code provide for 403(b) plans?...Read More
Your 1 minute case study on 401K Retirement Plans: A huge potential to save
An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if we take a look at VEEAM SOFTWARE CORPORATION 401(K) PLAN,...Read More
A List of Issues Found in 403b Plans
SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with...Read More
How to Enhance Your 401(K) Plan Practice as a Retirement Plan Advisor
There are a few keys to enhance/optimize your 401k practice. Today we will take a look at four components that will streamline your business towards success if utilized correctly. Consistency...Read More
Five New Members Announced to the 2018 ERISA Advisory Council
Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair and vice chair to the 2018 Advisory Council on Employee...Read More
15 Traits No Financial Advisor Should be Without
1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to...Read More