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News & Research

Jan
8
2013
By Kelly Marie Hurd, QPA, QKA of QRPS, Inc. and W. Frank Porter, QPA, QKA of FASCore (ASPPA asap)
The American Taxpayer Relief Act Expands In-Plan Roth Conversions and Extends Charitable IRA Rollovers
Dec
28
2012
By Murray Coleman (Wall Street Journal)
Wall Street Journal article outlining advisers role in changing 401(k) landscape.
Oct
18
2012
From: Internal Revenue Service
2013 dollar limits for benefits and contributions under qualified retirement plans.
May
23
2012
By Bud Green, AIF (MJM401k)
Recent Court Decisions Highlight the Importance of Plan Committee Considerations in the Evaluation of Investment Funds and Plan Providers
Apr
25
2012
By Michael J. Malone, CPC, AIFA (MJM401k)
How do you respond when an employee asks you "how much should I be contributing to my 401(k) plan?"