Water Cooler Wisdom: Market Uncertainty with Fabulous TV Drama

First we have to highlight the outstanding return (USD based) on equities in the first quarter of 2012! 12.6% for the S&P 500 Index 11.0% for the MSCI EAFE Index 14.1% for the MSCI Emerging Markets Index Informed investors knew the markets were long overdue to rise based upon the fundamentals, but what’s next? Of […]

Final 408(b)(2) Rule Released

Calling all plan sponsors! The regulation you have been waiting for is finally here. The Department of Labor issued the final 408(b)(2) regulation last week with the compliance date extended to July 1, 2012. Service providers are finally required to disclose how much they charge you and your plan for the services they provide. In […]

In-Plan Rollovers to Roth

On Monday, September 27th, 2010, the President signed into law the Small Business Jobs Act of 2010, which permits employers to amend their 401(k) plans to allow participants to transfer an “eligible rollover distribution” (ERD) into their designated Roth account. For 2010 only, if a participant rolls over an ERD into a designated Roth account in […]