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Taking a fresh look – Active vs. passive plan investment options
February / March 2021
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 1002
Abstract: Prudence dictates that qualified plan sponsors periodically re-examine important policies of their retirement plans. One area to consider is the balance of actively managed funds vs. passively managed (index-based) fund options for the plan’s participants. This article discusses the difference between the approaches, and what plan sponsors should consider when balancing their retirement plans’ fund options. A short sidebar covers legal considerations in the investment selection process.
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A retirement benefit for you (and only you) – A solo 401(k) lets business owners save more
October / November 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 1002
Abstract: Those who are in business for themselves need to invest in their retirement just as they invest in their business. A solo or individual 401(k) plan, sometimes known as the uni-k or one-participant k, allows them to sock away more than some other retirement plans do. This article describes the rules and regulations involved in establishing a solo 401(k) plan and offers some contribution calculations. A sidebar looks at the solo 401(k) plan’s cousin, the solo Roth 401(k) plan.