Tag: 457

IMHO: Mixed Messages

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.   

The Hartford Expands Two VP Roles

The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.

IMHO: “Conversation” Starters

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 
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Winner’s Circle

Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
fiduciary fitness

Deferred Gratification

Final section 409A regulations are complicated, but offer opportunities for advisers
fiduciary fitness

457 Exemptions

 IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments