by siteadmin | Aug 13, 2016 | 401k Insight
Relief regarding mid-year amendments to safe harbor 401(k) plans arrived earlier this year with IRS notice 2016-16. The notice provided a short list of prohibited mid-year changes leaving all other mid-year changes available. This IRS guidance helps plan sponsors...
by siteadmin | Aug 10, 2016 | 401k Insight, Retirement
Last year as the initial Conflict of Interest Proposal caught many retirement planning industry experts by surprise, we provided insight on this game-changing proposal from Pete Swisher, CFP©, CPC, Senior Vice President and National Sales Director at Pentegra...
by siteadmin | Aug 4, 2016 | 401k Insight, roth
A 401(k) in-plan Roth conversion also called an in-plan Roth rollover (IRR) allows the participant to transfer the non-Roth portion of their 401(k) into a designated Roth account within the same plan. The upside of contributing to a Roth 401(k) from a participant...
by siteadmin | Jul 25, 2016 | Retirement
Some participants age 50 or older, with many educational expenses for children paid, may be considering whether to use excess cash to pay off a mortgage early or increase contributions to a retirement plan. With many looking to cut monthly expenses in retirement,...
by siteadmin | Jun 22, 2016 | Alliance Benefit Group
ABG Family Fun Day On May 14th, the ABG Houston family spent some time outside of the office for a Family Fun Day Event. Family Fun Day provided the perfect setting for colleagues to bring their professional and personal lives together in a positive way. Employees...
