Excluding part-time employees from 401(k) plan eligibility
June 10, 2022
Some employers might consider excluding part-time employees from eligibility for their 401(k) plans. Suffice to say, this isn’t a decision to take lightly.
Is it a good time for a Roth conversion?
June 7, 2022
If the value of your portfolio is down, you may want to turn the stock market downturn into a tax-saving opportunity. How? By converting a traditional IRA into a Roth IRA.
Adding an arbitration provision to an ERISA-compliant retirement plan
May 16, 2022
Many popular retirement plans, such as 401(k)s and 403(b)s, must comply with ERISA. A recent court case addressed whether and how an arbitration provision might hold up in such plans.
Under investigation: Crypto in 401(k) plans
April 8, 2022
Because it seems like crypto is all the rage these days, some employers might think about adding cryptocurrency investments to their 401(k) plans. Not so fast, says the DOL.
Establish a tax-favored retirement plan
March 18, 2022
If you’re a business owner, setting up a retirement plan is easier than you may think. And there’s still time to establish most types of plans for LAST year.
SEP-IRAs: A retirement plan option for small employers
March 10, 2022
Small employers, you CAN offer your employees a retirement plan. Check out the feasibility of a SEP-IRA.
