Monthly Archives: April 2013

Mutual Fund Investment Options in 401(k) Plans

Recently, I read an interesting white paper from Indiana University regarding mutual funds. Employer-sponsored 401(k) accounts have gained significant importance around the world. In the United States, the value of 401(k) assets reached $3.5 trillion at the end of the third quarter of 2012. Their growth represents important business opportunities for mutual funds as they

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What Happens If I Don’t Update My Plan Document?

Here’s a great read for those of you in need of updating your plan document, courtesy of One of the benefits to establishing a qualified retirement plan is that they are subject to favorable tax treatment.  Did you know that failing to timely amend your plan document for changes in Federal tax laws can

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Directors and Officers Liability Meets the Accidental Fiduciary

Last week, we partnered with the DOL to provide business owners with an in-depth look at their fiduciary responsibilities. This brief article from further underscores the importance of understanding your responsibilities.  I joked in a tweet the other day that I could be busy for the rest of my professional career if I could just

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