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02/01/2012
It has been reported recently in the news that Americans have
increased their rate of savings. While we don’t know if this is a moment or a trend, it has potentially broad implications for...
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11/01/2011
According to new analysis from the nonpartisan Employee Benefit Research Institute (EBRI), proposed tax reforms put forth by the National Commission on Fiscal Responsibility and Reform would cause...
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10/20/2011
Today, the IRS announced the Retirement Plan Limitations for 2012. Many limits have increased due to the heightened cost-of-living index; however, some have remained unchanged.
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09/14/2011
Sooner or later, every retirement plan will have to deal with participants who have terminated employment but still have balances in the plan. In most circumstances...
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09/01/2011
September 1st Dinner Seminar Presentation
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07/01/2011
It seems that every month there are new stories in the financial press about participants suing their employers for mismanagement of the company 401(k) plan. While most of these suits have been directed at...
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05/02/2011
Would it surprise you that a survey conducted recently on behalf of lawyers.com observed that people in “committed relationships” don’t always communicate about finances? In fact, it’s a pretty big understatement to say...
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04/01/2011
As you may know, the retirement industry is gearing up to respond to new Department of Labor mandates around the reporting of fees charged to retirement plan sponsors and participants. The DOL has recently announced...
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03/01/2011
Throughout the year Alliance monitors the many requirements and deadlines imposed on retirement plans. We're committed to ensuring plans remain in compliance and all key deadlines are met.
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11/19/2010
A potentially valuable gem buried in the Small Business Jobs Act of 2010 will enhance Roth conversions for some plan participants. Prior to the Act, plan participants...
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11/03/2010
Payola, is the illegal practice of payment by record companies for the broadcast of recordings on music radio, in which the song is presented as being part of the normal day’s broadcast.
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08/01/2010
In a perfect world, no one would need to prematurely withdraw funds from their retirement plan. Reality, however, proves that sometimes situations call for plan participants to dig into those savings...
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06/01/2010
The IRS is interested in learning a little more about how your 401(k) plan is being maintained. Our suspicions (as published on Twitter March 15th) were recently confirmed when the IRS announced...
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08/01/2009
Tough economic times are forcing companies to consider cut backs. Those choosing to cut staff may unwittingly fall into a retirement plan trap known as a 'Partial Plan Termination'.
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04/01/2009
Current economic times have forced some companies to look for ways to cut costs. An increasingly common target has become the 401(k) match contribution.
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01/01/2009
On December 23, 2008, the President signed the Worker, Retiree and Employer Recovery Act of 2008 (WRERA). A component of this Act is the one year waiver of a Required Minimum Distribution (RMD) from IRAs, 401(k)s...
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12/01/2008
403(b) Plan Sponsors received a last minute reprieve on December 11, 2008. The Internal Revenue Service granted extra time to comply with the requirement to have a formal written plan in place by January 1, 2009.
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11/01/2008
It seems like every month a new lawsuit is filed claiming excessive fees have been charged to a 401(k) plan participant's account. Because of the increase in press coverage, plan participants and plan sponsors are scrutinizing retirement plan fees...
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04/01/2008
Recently the Supreme Court ruled that employers and other plan fiduciaries may be sued by plan participants (La Rue v. DeWolff, Boberg & Associates, Inc.). Mr. La Rue gave instruction to the Plan Administrator to rearrange his plan investments.
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