Retirement Plan and HSA Dollar Limits Increase in 2015

  • November 3, 2014

written by Kevin Hogan The IRS recently provided the retirement plan limits for 2015, many of which have increased from 2014....

Choosing a Plan: Overview of Employer-Sponsored Retirement Plans

  • August 26, 2013

written by Aaron Henry This is the fifth article in our Retirement series. This article will be split into two parts....

FAQ: Should I Borrow from my 401(k)?

  • April 22, 2013

If your credit card balance becomes too high or you need a large down payment for a home, the money in...

The IRS Initiates Project to Review 401(k) Plan Compliance

  • June 21, 2010

According to the IRS web site - 401(k) plans represent the largest retirement plan market segment and have a significant impact on the health of the private retirement system in America. Employee Plans Examinations, previously conducted a baseline study of 79 market segments, and the findings indicated that 401(k) plans are by far the most non-compliant plan type in the retirement plan universe. In an effort to improve plan compliance the IRS is sending a questionnaire to 1,200 randomly selected 401(k) sponsors that filed a form 5500 in 2007. The questionnaires were designed to assess compliance with retirement plan regulations. Plan sponsors who receive a letter will complete the Questionnaire by accessing a special Web site.

401(k) Plan Sponsor Newsletter-Third Quarter 2009

  • November 19, 2009

Here is the Oppenheimer & Co. Third Quarter 2009 Plan Sponsor Newsletter. The topics include:

Obama Outlines Initiatives To Increase Savings

  • September 9, 2009

I think these initiatives are great! Anything that will allow people to put more into their retirement plans and save on current taxes is a good idea in my opinion.