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The Intelligent 401k Advisor: Financial Literacy - Why It Matters to You and Your Employees
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The Intelligent 401k Advisor. Wednesday, May 19, 2010. Financial Literacy - Why It Matters to You and Your Employees. I recently read a great article written by Ellen Lovejoy of Lovejoy Associates via 401khelpcenter.com. It may come as no surprise to you that your employees are anxious about financial issues such as spiraling healthcare costs, the rising price of energy, high-interest credit cards, and the current mortgage and credit crisis. You have good reason to be concerned. Placing it in the top 15%.
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The Intelligent 401k Advisor: 401k Automatic Enrollment -- What You Need to Know
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The Intelligent 401k Advisor. Tuesday, May 18, 2010. 401k Automatic Enrollment - What You Need to Know. I recently read a great article written by TRI-AD at 401khelpcenter.com. The automatic enrollment feature is growing rapidly in popularity. Employers are adopting it for two main reasons. To read the rest of the article, please visit the 401khelpcenter article link. Integrity Financial Corporation’s flagship 401k client is the Association of Washington Business (AWB) in Olympia. AWB is Washin...Integri...
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The Intelligent 401k Advisor: May 2010
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The Intelligent 401k Advisor. Thursday, May 20, 2010. I recently read a great article at plansponsor.com. Written by PlanSponsor Staff. Please see below. ADP/ACP refunds for EACA plans due to HCEs to avoid 10%-excise tax on employer. Summary of Material Modifications due to participants (due no later than 210 days after the end of the plan year in which the plan change is adopted). Last required quarterly contribution for defined benefit (DB) plans for 2009, due 15 days after last plan year quarter.
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The Intelligent 401k Advisor: July 2009
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The Intelligent 401k Advisor. Tuesday, July 21, 2009. The Roth 401(k) plan. A Roth 401(k) plan will probably be most advantageous to those who might otherwise choose a Roth IRA, for example, younger workers who are currently taxed in a lower tax bracket. Please visit our website at http:/ www.ifclegacy.com/. To have an independent fiduciary 401k advisor at Integrity Financial Corporation in Bellevue analyze and evaluate your company's 401k plan. Subscribe to: Posts (Atom). Subscribe in a reader.
ifc401k.blogspot.com
The Intelligent 401k Advisor: Survey Suggests Gaps in Plan Sponsor Goals, Roles
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The Intelligent 401k Advisor. Thursday, May 13, 2010. Survey Suggests Gaps in Plan Sponsor Goals, Roles. I recently read a great article written by PLANSPONSOR.com. A new survey reveals a potential disconnect between plan sponsors and plan participants. Disconnect “Ed”. To read the rest of the article, please go to the PlanSponsor.com link. Placing it in the top 15%. Of all plans in its peer group. www.brightscope.com. Integrity Financial Corporation helps business owners and individuals build a financia...
ifc401k.blogspot.com
The Intelligent 401k Advisor: December 2009
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The Intelligent 401k Advisor. Tuesday, December 15, 2009. Employee Education and Participation. It may come as no surprise to you that your employees are anxious about financial issues such as spiraling healthcare costs, the rising price of energy, high-interest credit cards, and the current mortgage and credit crisis. You have good reason to be concerned. Remember the unsettling 1968 horror movie, “Night of the Living Dead”? What’s the impact on you - the Plan Sponsor, and what can you do about it?
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The Intelligent 401k Advisor: June 2009
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The Intelligent 401k Advisor. Thursday, June 18, 2009. What social network have you found to work best? Take our poll here - http:/ tinyurl.com/ml99nm. Helps business owners evaluate and make smart financial planning decisions on behalf of their business. Please visit our website at. And take advantage of a free intial 401k consultation. Friday, June 12, 2009. 2009 is the Year of the Advisor - a recent article by Fred Barstein. 2009 is the Year of the Advisor. Selecting the right products and vendors, to.
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The Intelligent 401k Advisor: January 2008
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The Intelligent 401k Advisor. Monday, January 28, 2008. What is a Defined Benefit Plan? A business providing a defined benefit plan must feel secure in its ability to continue funding the plan at the proper levels to assure the benefit payments to all participants. Regardless of financial circumstances, the business must fund the plan. Each year, the plan actuary verifies the plan is properly funded and this is communicated to the government in required annual reports. Subscribe to: Posts (Atom).
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The Intelligent 401k Advisor: January 2010
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The Intelligent 401k Advisor. Friday, January 22, 2010. BrightScope Ratings on 401k Plans. BrightScope quantitatively rates 401k plans and gives participants, plan sponsors, and advisors tools to make their plans better. What is a BrightScope rating? Media Coverage of BrightScope. The Wall Street Journal. BrightScope rating of other companies’ 401k plans. Go to www.brightscope.com to find out. Some sample ratings of local companies include:. BrightScope rating of our flagship 401k client. Helps business ...
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