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DWC in Kiplinger: Leveraging a Backdoor Roth IRA

DWC 12/28/17
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If Roth IRAs offer a legitimate long-term savings strategy by allowing people to generate tax-free income, why do less than a third of IRA investors have such an account? The short answer is income limits; taxpayers above certain levels can't invest directly into a Roth IRA.
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DWC in BenefitsPRO: Tax Bill Might Affect 401(k) Offerings

DWC 12/6/17
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The reconciliation of the tax reform bills working their way through Congress is prompting retirement industry experts to speak up. Many are expressing concern that the unintended consequence of the some of the proposed changes would create a disincentive for some business to offer or maintain 401(k) plans for their employees.
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DWC in Kiplinger: Three Common 401(k) Problems and How to Avoid Them

DWC 10/30/17
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Participants could potentially be losing a portion of their retirement savings due to some tricky 401(k) administrative issues. In a recent article for Kiplinger, DWC Managing Partner Keith Clark explains three of the basic areas participants can monitor to avoid having their funds unnecessarily drained over time. Clark notes that most issues lie ...
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ASPPA Inaugurates DWC Partner Adam Pozek as 49th President

DWC 10/23/17
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ST PAUL, Minn. – October 23, 2017 - The American Society of Pension Professionals & Actuaries (ASPPA) inaugurated Adam C. Pozek, QPA, QKA, CPFA, as the new President of the organization during the October 22 opening session of the 2017 ASPPA Annual Conference in National Harbor, MD.
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DWC in Bloomberg BNA: Bitcoin Too Risky for 401(k)s?

DWC 09/18/17
"Bitcoin may be the hottest thing going in the investment world, but 401(k) plan participants aren’t likely to see it on their regular investment menus anytime soon," writes Jasmine Ye Han in Bloomberg BNA.
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DWC in FiduciaryNews: The Rise and Fall of Corporate Pension Plans

DWC 09/11/17
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"Much has been written lamenting the near extinction of the corporate pension plan," Chris Carosa writes in a book excerpt posted to FiduciaryNews.com. "Are reports shaded by rose-colored glasses? Pension and retirement experts familiar with the history of defined benefit plans have a rather different view."
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DWC in Human Resource Executive Online: All About Exchange-Traded Fund Assets

DWC 08/31/17
If exchange-traded fund assets are hot among individual investors, why are employers slow to add them as an option for employees?
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DWC in 401(k) Specialist: Trends to Watch in Plan Service

DWC 08/23/17
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"The 401(k) service sector has evolved considerably since its introduction in the Revenue Act of 1978," writes DWC Partner Keith Clark in 401(k) Specialist.
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DWC in FiduciaryNews: 401(k) Rollovers and Roth IRAs

DWC 08/10/17
"To Roth or Not to Roth," that is the title question of Christopher Carosa's latest FiduciaryNews.com article about 401(k) rollovers.
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DWC in PLANADVISER: New Comparability Plans

DWC 08/2/17
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More and more small, professional companies are interested in new comparability, or cross-tested, plans.
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

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