Archive for February, 2013

401(k) Plan Investment Fees Have Decreased

I wanted to share the following article, “401(k) Plan Fees Declining “, by PlanSponsor located at http://www.plansponsor.com/401k_Plan_Fees_Declining.aspx.  The author cites the decrease in investment fees as likely caused by the new fee disclosures. Although I find the citation of the decrease in fees for large plans to be more significant than that for small plans, this does seem to be a positive trend for plan participants.

Thanks for reading and have a wonderful day!   Please sign up for my blog and follow me on twitter @ChristineGurney.  Please like my facebook author page athttp://www.facebook.com/ChristineGurneyHsiung.  If you have not already done so, please check out purchasing my book on amazon at http://www.amazon.com/Short-Guide-Finding-Value-Administrator/dp/147912821X/ref=sr_1_1?ie=UTF8&qid=1354850566&sr=8-1&keywords=christine+gurney+hsiung or from the publisher at https://www.createspace.com/3964647.

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February 27, 2013 at 6:41 pm Leave a comment

Reporting Designated Roth Conversions

The IRS has posted a reporting reminder to participants who had a Roth conversion into a designated Roth account in their retirement plan in 2010.  The post is located on their website at http://www.irs.gov/uac/IRS-Reminds-Taxpayers-to-Report-2010-Roth-Conversions-on-2012-Returns.

Thanks for reading and have a wonderful day!   Please be sure to sign up for my blog and follow me on twitter @ChristineGurney.

February 25, 2013 at 5:00 pm Leave a comment


Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

@ChristineGurney

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