New Rules Make 401(k) Automatic Enrollment Relatively Painless

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The New Rules on 401(k) Automatic Enrollment

The Pension Protection Act has provided a number of new incentives to help employers increase participation in their 401(k) plans. The new safe-harbor provision is well worth a discussion with plan sponsors having problems with anti-discrimination testing.

Saving Retirement One 401(k) Participant at a Time

The Pension Protection Act has given you a tremendous mission if you choose to accept it, and that's to help employees manage their hard-earned retirement savings. With some good advice and retirement formulas in hand, you can fill the void that pension plans have created and build a business guiding scared and confused investors toward a secure financial future.

Retirement Plan Limits and Social Security COLAs for 2008

Here are the retirement plan, Social Security, and Medicare income limits, contribution limits, and inflation adjustments for 2008. Keep these charts handy for client reviews and planning sessions.

Advising Clients on Their 401(k) Assets: Should You Get Paid Extra?

Managing your clients' total financial picture often involves analyzing assets held outside your firm. Advisors weigh in on the various options for providing personal guidance on 401(k) assets—and whether additional compensation is warranted.