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HSA vs 401(k)

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HSA vs 401(k)
If your company has decided to offer a high deductible health plan, don’t worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely replace or be offered in conjunction with a more traditional Health Maintenance Organization (HMO) plan or Preferred Provider Organization (PPO) plan. When sponsoring an HDHP, employers typically offer their employees the ability to contribute to a Health...
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Who is an Employee?

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Who is an Employee?
Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However, an additional responsibility, and one of the most important, is the collection of data that is used for compliance testing and government reporting. Though all of these duties are important, one task drastically affects the ou...
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Alliance Pension Consultants becomes Wealth Management Group’s  Exclusive Provider for Retirement Plan Design and Administration.
Tampa, Florida, March 13th 2018 – Alliance Pension Consultants (APC) has been selected as the preferred provider of retirement plan design, administration, recordkeeping and actuarial services for The Financial Engineering Institute’s (FEI) network of over 2,200 financial services professionals.“We are excited to add Alliance Pension Consultants to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA.  Comprehensive reti...
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Under the New Tax Law

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Under the New Tax Law
After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017.  Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on qualified plans was relatively minimal.  There are two items of note that were included in the new law affecting loan repayments and IRA conversions.401(k) Loan Payback Period gets extended!Many defined contribution plans include provisions for a participant to take a loan from ...
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| Categories: Articles | Tags: tax law, 401(k), loan, IRA

3(16) Fiduciary Services and Why You Should Care

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3(16) Fiduciary Services and Why You Should Care
 Download The Companion DocumentAs a financial advisor, you know that the people who exercise control and authority over the management of a retirement plan’s assets are fiduciaries. So are professionals who provide investment advice with respect to those assets. In most cases, plan sponsors understand that they, too, play an investment fiduciary role unless they partially or fully outsource that function to an investment professional.What many of them don’t appear to recognize ...
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| Categories: Articles | Tags: 3(16), advisor connect, ERISA, fiduciary
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