Posts tagged ‘401(k)’

Trouble Ahead for the Non-ERISA 403(b) Plan



There is still a lot of confusion out there about how the non-ERISA safe harbor works.  Many people over simplify the rules and assume if there is no employer contribution that you will be a non-ERISA 403(b) plan. That couldn’t be further from the truth.  If there is any active involvement…

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Roses are red, violets are blue, a closer look at your retirement readiness may be overdue.



As Valentine’s Day is celebrated in the US this week, millions of people will crowd the aisles of shopping malls and grocery stores looking for the perfect gifts to celebrate their love and affection for one another.  According to the Annual Valentine’s Day Spending Survey from the National…

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