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Easy Peasy Lemon Squeezy…Not When It Comes To Retirement Plans

Adam C. Pozek 02/20/11
Qualified plans are complicated beasts regardless of size or design.  This truth is sometimes forgotten at this time of year when sponsors and service-providers are busy dealing with nondiscrimination testing and contribution calculations.  I've many situations in which a plan sponsor decided to skip testing for a year, because their plan was so ...
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Confession Is Good For The Soul…And The Checkbook

Adam C. Pozek 09/24/10
Over the last few weeks, I have spoken with at least four plan sponsors who just became aware that they missed the April 30, 2010 deadline to restate their plan documents for EGTRRA.  For those in certain federally declared disaster areas, the deadline was extended to July 30, 2010.
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Rethinking Participant Direction of 401(k) Investments

Adam C. Pozek 01/25/10
As an industry, we have spent a great deal of time over the last 2 years discussing issues like investment advice, default investments and fiduciary responsibility ostensibly for the purpose of improving retirement savings for employees.  While these are important issues, we have been avoiding the elephant in the room – participants simply aren’t ...
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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.