by Matthew Spay | Feb 12, 2019 | Blog
Posted on October 31, 2018 by retirementtimesnewsletter Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can be paid out of plan assets? Generally, services required...
by Matthew Spay | Feb 2, 2019 | Blog
Posted on October 31, 2018 by retirementtimesnewsletter A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion can turn retirement plans from an attractive benefit into a...
by Matthew Spay | Feb 2, 2019 | Blog
Posted on October 25, 2018 by retirementtimesnewsletter The opening keynote session at the National Association of Government Defined Contribution Administrators (NAGDCA) addressed innovations around the world, and specific to this conference, how to make people take...
by Matthew Spay | Jan 31, 2019 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of...
by Matthew Spay | Jan 29, 2019 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter Answers from a recovering former practicing ERISA attorneyDo you have a question for an ERISA attorney burning in your heart? Well, you’re not the only one! Welcome to our new Retirement Times feature, Hey Joel!...
by Matthew Spay | Jan 24, 2019 | Blog
Posted on March 27, 2018 by retirementtimesnewsletter The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there could be...
