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Top 5 Tips – Choosing a 401k Plan Provider

Top 5 Tips – Choosing a 401k Plan Provider

It’s that time of year when employers re-evaluate existing pension plans, comparing value and performance, looking for ways to save money. With the recent fee disclosure rules put in place by the U.S Deptartment of Labor requiring greater fee disclosure to participants, many companies may be shopping for a new plan. Researching a 401k plan […]

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Maximizing 401k Contributions – New Comparability

New Comparability Plans Is there a large age gap between the owners and employees in your company? As an owner, do you want to make additional profit sharing contributions to your account? If so, you may want to consider looking at amending your current 401(k) plan to add a feature that allows for the skewing […]

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Taking a loan from your 401k plan

This 6 minute video was designed the educate 401k Plan Participants and 401k Plan Sponsors on the advantages and disadvantages of taking a loan from their 401k plans.

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Holding a Mortgage Note in Your IRA or 401k

A lot of clients have asked me whether they can hold the mortgage on their house or a business property inside of their IRA or 401k plan.  This is an interesting question, especially in light of the ultra low interest rate that the Fed is forcing upon us to help bail out the housing industry.  […]

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