Jake Linney

TPAs as the Vanguard of Participant Outcomes

By Jake Linney 9/4/2015

This article originally appeared in the Spring 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.Third party administrators are at the vanguard of assisting employers in designing 401(k) plans that improve the probability that a participant will achieve a... READ MORE

DB Plans for Young Owners?

By Jake Linney 9/4/2015

This article originally appeared in the Fall 2014 issue of Plan Consultant. To view a PDF version, please click here.Conventional wisdom says that the best time for a business owner to start a defined benefit (often a cash balance plan) is when the business owner is between the ages 52 and 55... READ MORE

The Fiduciary Talk

By Jake Linney 9/4/2015

This article originally appeared in the Winter 2014 issue of Plan Consultant, and was the winning entry in ASPPA's 2013 Ed Burrows Award Call for Papers. To view a PDF version, including accompanying charts, please click here.Employers adopting a qualified plan have a fiduciary duty to the... READ MORE

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Jake Linney

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