Apr 4, 2017A SEP IRA: A Good Start for an Emerging BusinessLast week, we showed how valuable a Solo 401(k) plan could be for a maturing small business. It is very easy to establish with low set up...
Mar 28, 2017A Solo 401(k) Plan and Why You Should Open OneA Solo (also known as an individual or one-participant) 401(k) plan is a 401(k) plan available for small businesses with no employees...
Mar 21, 2017The Most Important 401(k) Safe HarborsDue to the increased frequency of lawsuits filed against plan sponsors over the last few years, they have been forced to revisit many...
Mar 14, 2017Hardship Withdrawals: Trust but VerifyAt the end of February, the IRS issued a memorandum for Employee Plans Examinations Employees which provided guidelines for hardship...
Mar 7, 2017INVESTINGSimplifying the Investment Menu or How to Help Participants Avoid the Paradox of ChoiceAs human beings, we usually tend to believe that more choices are better. It gives us a feeling of comfort and more control over the...