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29.21 / Long-Term Part-Time Employees

Recommended Read: Plan Sponsors, Plan Trustees, Financial Advisors. As we previously informed you, the Internal Revenue Service (“IRS”) has created a new rule that will allow certain of your long-term, part-time employees to begin participating in your 401(k) plan. Under these rules, the IRS has indicated that any employees who have worked for you for…

05.20 / Video 10: The Loan They Never Take May Make All the Difference

The Loan They Never Take May Make All the Difference IRS rules provide for participant loans and hardship withdrawals from 401(k) and other plans. They’re not required, but rather left to the discretion of you, the plan sponsor. Today, there’s a good bit of debate about how participant loans affect long-term retirement outcomes. On one…

01.14 / Financial Advisors Need To Value The Art Of Retirement Plan Design

Back around 35 years ago, beer in this country was considered a mass produced, mass marketed business offering very low quality, light lagers. Beer was less of an alcoholic beverage and more of a slogan that was less filling or tasted great (while making Rodney Dangerfield a household name). Schlitz, which was at one point…