On August 4, 2011, the K Financial team hit the road at 3:15 AM to climb La Plata Peak, a 14,336 mountain in the Sawatch Range. We arrived at the trail head a little after 6 AM and began our adventure.
The K Financial team took 6 awesome kids from Mount Saint Vincent Home to a Rockies game on August 2, 2011. The Rocks did not do so well, but we had a great time with the kids. The K Financial Foundation set the kids up with Rockies ball caps and dinner […]
The K Financial Foundation sponsored Crazy Tee Shirt Day in Denver on July 21, 2011. The K Fi team set up a table in the Denver inner city and handed out tee shirts with fun pictures on them to try to brighten the day for a large group of our homeless […]
There are 2 new rules from the U.S. Department of Labor that all 401(k) plan administrators should be aware of. The first rule has been finalized and creates a requirement for fee disclosure to plan fiduciaries and participants. The second is a proposed rule to update the definition of fiduciary […]
On June 20, 2011 K Financial released an updated version of its enterprise risk management (ERM) software.
On June 14, 2011 the K Financial team helped brighten the day for 4 kids receiving kidney dialysis at Children’s Hospital.
On June 4, 2011 the K Financial Running Club headed to Golden Gate State Park for the Dirty 30 Trail Running Race.
On June 1, 2011 the K Financial team celebrated Lonny Leinweber’s 5 year anniversary with the firm.
The top 10 qualification failures from recent IRS exams are listed below, along with tips on how to avoid them: 1) Failure to properly amend the plan This is the most common issue that the IRS finds in its examinations of 401(k) plans. Laws related to retirement plans change frequently and […]
The K Financial team (and special guest Kelli Leinweber) spent a recent Saturday evening at the Boulder Shelter for the Homeless cooking dinner and serving 112 folks.