Tag: retirement planning

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Earned vs. Passive Income: Why It Matters For Retirement Contributions

A recurring question that comes up each year is how much can I contribute to a retirement plan?

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Unbundled vs. Bundled Retirement Plans

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Third Party Administrators (TPA) at a Glance

A TPA’s responsibilities include, most importantly, retirement plan design, as well as record keeping, yearly testing to gauge a plan’s compliance with Internal Revenue Service’s (IRS) non-discrimination rules and participant contribution limits, and preparing annual returns and reports required by the IRS.

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Understanding Fiduciary Responsibilities in a 401(k) Plan

Excerpts from a report by Oppenheimer Funds and OGI Global Trust. PlanPerfect is not affiliated with either OppenheimerFund or OGI Global Trust Fiduciary Responsibility The Employee Retirement Income …

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RIA’s Next Great Opportunity:Younger Generations Need Help Planning for Retirement, Too

You believe only Baby Boomers think about retirement?They may not call it the same thing, but Gen Xers (age 35-49) and Millennials (18-34)

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Retirement Plan Jeopardy: Who Pays that Fee?

Fees have got to be the most asked about and least understood topic that comes up in my discussions with clients and prospects.