Monthly Archives: November 2012

Assets under management or participants on track to retire- What matters to the DOL?

      or      I worked for years on the manufacturer’s side of the fence in the auto industry. I never understood why so many manufacturers wanted to tout we’re number one. Do sales figures equate to safest or highest quality … Continue reading

Posted in 401k Review, 401k Savings, 401k savings plan, Department of Labor, ERISA plan, Gap analysis, Retirement assessment, retirement plan education, Retirement planning, Retirement savings, retirement savings plan | Tagged | Leave a comment

Small Business 401k- What You See Is Not All There Is

Many plan sponsors assume that picking brand-name investments from a brand-name investment company sold by a brand-name advisor ensures them of having a pretty good employer-sponsored retirement plan. A Google search of “401(k) lawsuits” will show many familiar names associated … Continue reading

Posted in 401k Fees, 401k Monitoring, 401k Review, Profit sharing | Tagged | Leave a comment

Are You A Business Owner And Need To Catch-Up On Your Retirement Savings? Here’s A Way

One of the benefits of being the business owner is that you get to decide what kind of retirement plan to offer. If you’re like most business owners in the early years you are doing all that you can to … Continue reading

Posted in 401k Savings, Business owner retirement, Highly compensated employee, Plan Design, Retirement planning, Retirement savings, Uncategorized | Leave a comment