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DWC in 401(k) Specialist: Trends to Watch in Plan Service

DWC 08/23/17
"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 the Wall Street Journal: Target-Date Funds

DWC 07/3/17
Even as target date funds have become staples in 401(k) investment menus, there continue to be questions about their appropriateness as participants approach retirement age. Is the target date meant to be to or through retirement? Is the participant ahead or behind his or her savings goal? These are questions participant should answer to determine ...
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DWC in U.S. News & World Report: 401(k) Brokerage Options

DWC 06/30/17
Once primarily the domain of 401(k) plans of professional organizations such as law firms or medical practices, the self-directed brokerage window has become a more common option in plans sponsored by other types of business. But offering participants the ability to invest outside of the pre-determined fund lineup comes with its own set of ...
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What You Thought You Knew About Revenue Sharing

Adam C. Pozek 06/26/12
Ever see the movie Men In Black?  One of my favorite lines is when Tommy Lee Jones says to Will Smith, “Fifteen hundred years ago, everybody knew the Earth was the center of the universe.  Five hundred years ago, everybody knew the Earth was flat; and fifteen minutes ago, you knew that humans were alone on this planet. Imagine what you'll know ...
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An In-Depth Review of Real Estate in 401(k) Plans | Part 2

Adam C. Pozek 05/19/11
In Part 1 of this post, I discussed some of the DOL rules that can make real estate not all it’s cracked up to be as a 401(k) investment. Here in Part 2, we will take look at some IRS wrenches that get thrown into the works.
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An In-Depth Review of Real Estate in 401(k) Plans | Part 1

Adam C. Pozek 04/25/11
“Real estate doesn't interest me. It's no doubt a great flaw in my personality, but I can't think in terms of boundaries. Those imaginary lines are as unreal to me as elves and pixies.”  -- Kurt Vonnegut, Jr.
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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.