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Tag "Terrance Power"

Why I’m Thankful for the 401k

    Why I’m Thankful for the 401k

I’m old enough to remember a world before the 401k. So distant was this anomaly in the tax code, that I, like nearly everyone else, was unaware of its existence, let alone its significance when it was formulated in 1978. What makes this more ironic was that it was my Congressman, Barber Conable, that led the way.

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Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

    Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.

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Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

    Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.

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401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?

    401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?

Do you know the answers to the most important MEP/PEP questions – or do you only think you know the answers to the most important MEP/PEP questions?

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To MEP Or Not To MEP? That is the SECURE 401k Question

    To MEP Or Not To MEP? That is the SECURE 401k Question

It’s important to remember that the 401k MEP is just a vehicle. Whether they truly meet the objective of employees saving more for retirement and doing so effectively and efficiently comes down to execution.

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How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

    How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.

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Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs

    Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs

“401k Multiple Employer Plans (MEPs) are a solution for the small to mid-sized employer market that will lead to the expansion of retirement plan coverage for America’s workers.”

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What Every Company 401k Plan Fiduciary Needs to Know about MEPs

    What Every Company 401k Plan Fiduciary Needs to Know about MEPs

As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.

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Tax Reform Surprise: Congress Slips in 401k MEP Broadside

    Tax Reform Surprise: Congress Slips in 401k MEP Broadside

For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.

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Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

    Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”

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