Tag Archive | "401(k)"

Benefits,Business Tax Planning,Financial Planning

IMA CFO Roundtables – May 23 & 2410 May

Changing the Game for Retirement Plan Sponsors – What You Need To Know May 23, 2012 – IMA CFO Breakfast Roundtable – Collier County May 24, 2012 – IMA CFO Breakfast Roundtable – Lee County Sponsored by HBKS Wealth Advisors Most CFOs have some responsibility for their company’s qualified retirement plan. Therefore, a CFO’s understanding of how the U.S. Department of Labor’s new fee disclosure regulations will impact your company, employees, and plan’s operation is critically important. Become informed and   [Read More...]
Benefits

Retirement Plan Fee Disclosure: Changing The Game For Plan Sponsors – What You Need To Know27 Apr

by R. Dean Piccirillo, CFP®, CRPS®, AIFA® Principal/Senior Financial Advisor HBKS Wealth Advisors As many retirement plan sponsors are now aware, the Department of Labor’s three-pronged approach to fee disclosure for 401(k)s  and other qualified plans, has brought about a series of changes that have marked the past several years. The first phase of these fee disclosures required disclosure from a plan sponsor to the regulator through Schedule C of Form 5500.  This disclosure, through the tax return required to   [Read More...]
Benefits,Financial Planning,Tax

Guidance on Plan Rollovers into In-Plan Designated Roth Accounts30 Nov

On November 26th the Internal Revenue Service issued Notice 2010-84, providing guidance under Section 402A(c)(4) relating to rollovers from Section 401(k) to designated Roth accounts in the same plan.
Benefits

401(k) Investment Options: What is the Right Number?23 Jun

A large number of choices for each participant has the potential to become an overwhelming task that could actually create a situation where a participant is likely to become less diversified, rather than more.
Benefits

The Fee War: The Impact of Fees on a Participant’s Benefits09 Mar

The attention being paid to mutual funds fees as well as other asset-based charges assessed to participants has increased dramatically in recent months.
Tax

Employers: Time To Review Your Retirement Plan Administration23 Feb

The landscape for employers sponsoring retirement plans is changing rapidly due to a variety of market, regulatory and judicial actions. In order to mitigate a plan sponsor’s liability and make the best use of this tool for your plan’s participants, it is important to periodically review plan design and other processes.

About Hill Barth & King LLC

For over 60 years, Hill Barth & King’s CPAs and financial advisors have been helping families and businesses work toward and accomplish their personal and business objectives.  In Southwest Florida our professionals have guided our clients in critical regional industries such as construction, real estate, medical and a variety of service related fields for decades.  At HBK, we bring world-class tax, assurance, accounting and other business consulting services to our clients to help them achieve their personal and business planning goals.

Address & Phone

Hill Barth & King LLC
8010 Summerlin Lakes Drive
Fort Myers, FL 33907
Phone: (239) 482-5522
Fax: (239) 482-1573
Click here for email contact form

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