Richard Hochman

Richard Hochman

By Robert Richter, Richard Hochman10/9/2014 • 0 Comments

Our session at the ASPPA Annual Conference, “Plan Provisions that Should Come with a Surgeon General’s Warning,” will focus on plan designs and plan provisions that should be reviewed, and in some cases, avoided. READ MORE

Robert Kaplan

Robert Kaplan

By Robert Richter, Robert Kaplan10/16/2014 • 0 Comments

While it is true that safe harbor 401(k) plans are free from the testing of deferrals and, in most cases, matching contributions, it is also true that there are potential pitfalls that may jeopardize the plan’s qualification status. Our session on Monday, Oct. 27 at the ASPPA Annual Conference will highlight common errors and suggested corrections of which practitioners need to be aware.
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Robert Richter

Robert Richter

Robert Richter

By Robert Richter11/19/2015 • 0 Comments

The benefits and legal communities have lost one of the stalwart champions of the private retirement system — Alvin D. Lurie, who passed away Nov. 17 at age 92. READ MORE

By Robert Richter3/26/2015 • 0 Comments

ASPPA’s IRS Q&A subcommittee is gathering questions for the Defined Contribution IRS/Treasury Question & Answer general session at this October’s Annual Conference. READ MORE

By Robert Richter, Robert Kaplan10/16/2014 • 0 Comments

While it is true that safe harbor 401(k) plans are free from the testing of deferrals and, in most cases, matching contributions, it is also true that there are potential pitfalls that may jeopardize the plan’s qualification status. Our session on Monday, Oct. 27 at the ASPPA Annual Conference will highlight common errors and suggested corrections of which practitioners need to be aware.
READ MORE

By Robert Richter, Richard Hochman10/9/2014 • 0 Comments

Our session at the ASPPA Annual Conference, “Plan Provisions that Should Come with a Surgeon General’s Warning,” will focus on plan designs and plan provisions that should be reviewed, and in some cases, avoided. READ MORE