Robert Kaplan

Robert Kaplan

By Robert Kaplan3/27/2015 • 0 Comments

The Pros and Cons of 401(k) Plan Designs will be one of the sessions at the ASPPA Regional Conference in Philadelphia April 30-May 1.
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

Robert Richter

Robert Richter

Robert Richter

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