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Welcome to the Jordan & Associates newsletter library. Get latest industry information and insight here.

Determining Retirement Plan Compensation

It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that can cost both time and money.

A Plan Fiduciary's Responsibilities

The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that can be a little murky.

The IRS is Back with Some Brand New Corrections

The IRS is Back with Some Brand New Corrections

The Right Combination for Your Retirement Plan

The Right Combination for Your Retirement Plan

The Best Plan to Drive Your Retirement Needs

The Best Plan to Drive Your Retirement Needs

Automatic Enrollment for 401(k) Plans

Automatic Enrollment for 401(k) Plans

Timing Is Everthing

Timing Is Everthing

Year-End Compliance Testing Overview

Year-End Compliance Testing Overview

Hardship Distributions from 401(k) Plans

Hardship Distributions from 401(k) Plans

The Ultimate Plan Sponsor Checklist

The Ultimate Plan Sponsor Checklist

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