Archive for the ‘401k Administration’ Category


The Value of a Specialized 401(k) Audit

Icon Provided by Joseph Regenstein IV, CMFC on June 28, 2010

It can reveal hidden flaws and help you improve the plan. Why do companies request specialized audits of their 401(k)s? After all, the standard annual audit that large companies routinely attach to Form 5500s may seem adequate. Yet a specialized audit may reveal things that have gone unnoticed for years, or conditions that should be [...]

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Tags: 401 k contributions, compliance audits, department of labor, erisa rules, hidden flaws, investment option, investment policy statement, irs, operational reviews, plan providers


The DB(k)

Icon Provided by Joseph Regenstein IV, CMFC on March 24, 2010

In 2010, companies have a whole new retirement plan option. What is a DB(k)? Basically, a DB(k) combines a pension plan with a matching 401(k) plan. As the name implies, it is a defined benefit retirement plan with some of the features of a 401(k). DB(k)s could become great recruiting tools. These hybrid retirement plans [...]

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Tags: 401 k plans, benefit plans, benefit retirement plan, defined benefit retirement plan, hybrid retirement plans, investment advice, pension income, retirement, retirement plan option, retirement savings


Don’t Miss the Match

Icon Provided by Joseph Regenstein IV, CMFC on February 23, 2010

Are you taking full advantage of your company’s 401(k)? The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans. These retirement savings plans have several advantages, including dollar cost averaging, tax savings and tax deferral.  However, one of the most powerful advantages is the company match. If your company offers a [...]

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Tags: 401 k, 401 k plan, 401k Administration, free money, investments, match, qualified retirement plan, retirement, retirement plans, retirement savings plans, salary