Expand Your Network




ANNOUNCEMENTS

ANNOUNCEMENTS

Don't Worry, Retire Happy: Seven Steps to Retirement Security

Innovative retirement planning concepts
Sponsored by TomHegna.com more

What's Hot

LATEST DISCUSSIONS

  • Dale M. Krause, JD,LLM

    Veteran's Benefits for Long Term Care – Proposed...

    Posted in: Estate Planning

    On January 23, 2015, the Department of Veterans Affairs (VA) released proposed regulations that impact the ability of wartime veterans and surviving spouses of wartime...

  • Lawrence C. Starr, CLU,ChFC,CEBS,CPC

    RE: Effect of ADP test failure corrective distributions...

    Posted in: Qualified Plans

    In this case, Paychex is correct. The following is from the ERISA Outline Book published by ASPPA: Are elective deferrals counted if they are distributed to the key...

  • photo not available

    Effect of ADP test failure corrective distributions...

    Posted in: Qualified Plans

    Client has non-safe harbor top heavy 401(k) plan with only one key employee/HCE. Plan has made ADP test failure corrective distributions to her each year for many years....

In The Know

RECENT SHARED FILES

Samuel E. VanWhy, CLU,ChFC,MA

Richard M. Weber, MBA,CLU, AEP

photo not available

Richard M. Weber, MBA,CLU, AEP

Our Community

MOST ACTIVE MEMBERS

  1. photo not available
    Anibal Torres, CLU,FLMI

    State Farm Insurance Co
    Bloomington, IL

    163 Points

  2. photo not available
    Michael J. McGlothlin, CLU,ChFC,CFP,LUTCF

    Ash Brokerage Corporation
    Fort Wayne, IN

    59 Points

  3. photo not available
    Anthony R. Bartlett, CASL,ChFC

    Baystate Financial Services
    Worcester, MA

    46 Points

RECENT BLOGS