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The Retirement Plan Blog | National Benefit Services

The Retirement Plan Blog provides information and insight for retirement plan sponsors and advisors on 21st century benefit plans.

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The Retirement Plan Blog | National Benefit Services | retirementplanblog.com Reviews

https://retirementplanblog.com

The Retirement Plan Blog provides information and insight for retirement plan sponsors and advisors on 21st century benefit plans.

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1

Welfare Benefit Plans | The Retirement Plan Blog

http://www.retirementplanblog.com/category/welfare-benefit-plans

National Benefit Services, Inc. Category Archives: Welfare Benefit Plans. Subscribe to Welfare Benefit Plans RSS Feed. The cost of ERISA non-compliance just got more expensive. August 1, 2016. Posted in Welfare Benefit Plans. Form 5500 filing due date almost here … but what about those welfare benefit plans? July 25, 2016. Posted in Compliance,. Do they also have to file Form 5500? As with all ERISA matters, it depends. Here are the basics in Q&A … Continue Reading. By Andrew S. Williams, Esq. If your em...

2

Cash Balance Plans | The Retirement Plan Blog

http://www.retirementplanblog.com/category/cash-balance-plans

National Benefit Services, Inc. Category Archives: Cash Balance Plans. Subscribe to Cash Balance Plans RSS Feed. Benefit Plan Regulators Have Been Busy – Very Busy. By Andrew S. Williams, Esq. August 16, 2016. Posted in 401(k) Plans,. Cash Balance Plans,. Defined Benefit Pension Plans. Inside the Cash Balance Plan Black Box. August 16, 2016. Posted in Cash Balance Plans. Pension Plans Continue to Enjoy Double Digit Annual Growth Cash Balance Plans That Is. August 8, 2016. Posted in Cash Balance Plans.

3

Infographics | The Retirement Plan Blog

http://www.retirementplanblog.com/category/infographics

National Benefit Services, Inc. Subscribe to Infographics RSS Feed. 10 Benefits Businesses Offer Employees: Infographic. July 30, 2016. You can also find more infographics at Visualistan… Continue Reading. The State of Small Business Owners and Retirement as an Infographic. February 23, 2016. Posted in 401(k) Plans,. Cash Balance Plans,. Defined Benefit Pension Plans,. Hellip; Continue Reading. Financial Wellness by Generation: Infographic. July 2, 2015. Posted in Financial Education,. March 13, 2015.

4

IRS Makes Permanent Relief Program for Delinquent Form 5500-EZ | The Retirement Plan Blog

http://www.retirementplanblog.com/401k-plans/irs-makes-permanent-relief-program-for-delinquent-form-5500-ez

National Benefit Services, Inc. IRS Makes Permanent Relief Program for Delinquent Form 5500-EZ. IRS Makes Permanent Relief Program for Delinquent Form 5500-EZ. June 26, 2015. Posted in 401(k) Plans. The sound you may have heard recently was the sigh of relief when the IRS announced Revenue Procedure 2015-32. The Rev. Proc. made permanent a pilot program that ended Tuesday, June 2 that provided administrative relief for delinquent Form 5500-EZ for owner-only plans with over $250,000 in plan assets. It did...

5

How the re-proposed Fiduciary Rule came to be | The Retirement Plan Blog

http://www.retirementplanblog.com/401k-plans/how-the-re-proposed-fiduciary-rule-came-to-be

National Benefit Services, Inc. How the re-proposed Fiduciary Rule came to be. How the re-proposed Fiduciary Rule came to be. June 3, 2015. Posted in 401(k) Plans,. But I’m not here to express a point of view – political, economic, or otherwise. Rather, this article is my attempt to put it all into context by providing a timeline of how it got to where it is today. Context, after all, can help planning. The Common Law of Trusts: The Beginning. Was an important decision relating to the meaning of prudence...

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415 and 401(k) COLAs Revisited | Blogging Employee Benefits

https://fuguerre.wordpress.com/2006/10/26/415-and-401k-colas-revisited

October 26, 2006. 415 and 401(k) COLAs Revisited. 8212; Fuguerre @ 2:27 pm. So we have the official word from the IRS on next year’s 415 limits. As previously noted here. But what if you wish to project an advance estimate of a future threshold, such as we did back here. When I forwarded inquiries about the innards of the little spreadsheet I’d been given over to my pet actuary, I was sent a copy of this IRS information letter from 1993. Limitation on Annual Addditions to Defined Contribution Plan. The r...

fiduciarynews.com fiduciarynews.com

FiduciaryNews | Fees Archives - FiduciaryNews

http://fiduciarynews.com/category/fees

What They’re Saying About Us. How to Schedule a Presentation. Commentary Discover a point of view you may not have seen but you always knew. There’s no limit to the topics here expect anything from blunt opinion and provocative insights to breaking news. Opinion Anything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue. Conflicts of Interest All fiduciaries whether they deal solely with retirement p...

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Site Map | For the Financial Professional

http://fiduciarynews.com/site-map

What They’re Saying About Us. How to Schedule a Presentation. Commentary Discover a point of view you may not have seen but you always knew. There’s no limit to the topics here expect anything from blunt opinion and provocative insights to breaking news. Opinion Anything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue. Conflicts of Interest All fiduciaries whether they deal solely with retirement p...

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The Float

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For Most 401(k) Plans, Less is More. New DOL Proposal on Index Funds. The WSJ on ETFs in 401(k) Plans. Target-Date Report from the Senate Special Committee on Aging. How are we at counterinsurgency? More on Time's Recent 401(k) Takedown. Subscribe to this blog's feed. September 10, 2013. For Most 401(k) Plans, Less is More. Writing for the CBS News and MoneyWatch, Larry Swedroe shares a few classic findings from a recent study of mutual fund selection and replacement in 401(k) plans. Because were all eng...

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: January 2010

http://www401kmastercom.blogspot.com/2010_01_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Tuesday, January 19, 2010. How do I know if I have a good 401(k). Ark Advisors the firm that safeguards your retirement income. Subscribe to: Posts (Atom). Http:/ www.arkadvisor.com. How do I know if I have a good 401(k). Ark Advisors the firm that safeguards your retirement income. View my complete profile. An Evidence-Based Approach to 401(k) Plan Design.

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: Social Security and why most people get it wrong

http://www401kmastercom.blogspot.com/2011/12/social-security-and-why-most-people-get.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Monday, December 19, 2011. Social Security and why most people get it wrong. Social Security and why most people get it wrong. Over the years it’s been my observation that most people do the wrong things at the wrong times. Signing up for Social Security is a prime example of this illustration. In my opinion almost everyone should wait as long as they possibly...

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: April 2010

http://www401kmastercom.blogspot.com/2010_04_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Thursday, April 29, 2010. 8220;Fee-Based or Fee-Only” They Are Not the Same. Ark Advisors the firm that safeguards your retirement income. Wednesday, April 14, 2010. 1 Use an advisor that will accept fiduciary responsibility in writing. This alone will not protect you but will be a good first step. remember criminals still carry guns even though it may...4 Man...

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: March 2012

http://www401kmastercom.blogspot.com/2012_03_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: March 2010

http://www401kmastercom.blogspot.com/2010_03_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Tuesday, March 30, 2010. A Government Bailout - You Decide. Why did that change? Ark Advisors the firm that safeguards your retirement income. Subscribe to: Posts (Atom). Http:/ www.arkadvisor.com. A Government Bailout - You Decide. Ark Advisors the firm that safeguards your retirement income. View my complete profile. For Most 401(k) Plans, Less is More.

www401kmastercom.blogspot.com www401kmastercom.blogspot.com

"Straight Talk About Your Money" The 401(k) Fiduciary: July 2011

http://www401kmastercom.blogspot.com/2011_07_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Thursday, July 28, 2011. 8220;Pick a Great Game and Keep Your Butt in the Seat”. Ark Advisors the firm that safeguards your retirement income. Thursday, July 14, 2011. Upgrade to “First Class”. The SIMPLE has been compared to having the middle seat on an airplane. Also there is not a Roth option, loans or annual contribution increases. SIMPLE’s also carr...

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National Benefit Services, Inc. Who do you trust: the institution or the individual? July 14, 2015. Posted in Fiduciary Issues,. My social media role model, Kevin O’Keefe, blogged an interesting question yesterday, Individual lawyer or law firm blog, which is trusted more? Kevin is President and Founder of LexBlog. The pioneer in law firms and lawyers with blog (and non-lawyers such as yours truly). Trust in institutions is a big issue worldwide. For the past 15 years, the. Shows that now more than ever,...

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