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401(k) Plan Regulatory Update

  • 13 Jul 2011
  • jkfin
  • Employee Benefit Plans
  • No comment
401(k) Plan Regulatory Update

  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 […]

K Financial Releases Updated Versions of ERM and FSRA Software

  • 22 Jun 2011
  • jkfin
  • ERM
  • No comment

On June 20, 2011 K Financial released an updated version of its enterprise risk management (ERM) software. 

Kidney Party at Children’s Hospital

  • 21 Jun 2011
  • jkfin
  • K Financial Foundation
  • No comment

On June 14, 2011 the K Financial team helped brighten the day for 4 kids receiving kidney dialysis at Children’s Hospital.

K Fi Running Club Rocks the Dirty 30 Trail Running Race

  • 09 Jun 2011
  • jkfin
  • Uncategorized
  • No comment

On June 4, 2011 the K Financial Running Club headed to Golden Gate State Park for the Dirty 30 Trail Running Race. 

Congratulations Lonny Leinweber!

  • 02 Jun 2011
  • jkfin
  • Uncategorized
  • No comment

On June 1, 2011 the K Financial team celebrated Lonny Leinweber’s 5 year anniversary with the firm. 

401(k) Plan Tip Sheet – How to Avoid IRS Qualification Failures

  • 16 May 2011
  • jkfin
  • Employee Benefit Plans
  • No comment
401(k) Plan Tip Sheet - How to Avoid IRS Qualification Failures

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 Boulder Shelter for the Homeless – April 30, 2011

  • 05 May 2011
  • jkfin
  • K Financial Foundation
  • No comment

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. 

401(k) Plan Audit Season is Here.

  • 03 May 2011
  • jkfin
  • Employee Benefit Plans
  • No comment

Top 10 IRS Qualification Failures The employee benefit plan audit season is underway once again. The K Financial team started fieldwork on several of our 401(k) plan audits in April and will be at client sites working on plan audits through August.  

MSV Pizza Bowl on April 19, 2011

  • 28 Apr 2011
  • jkfin
  • K Financial Foundation
  • No comment

The K Financial team hosted the 5th annual Pizza Bowl on April 19, 2011.  This is an event that enables us to spend time with and help one of our favorite organizations in Denver — Mount Saint Vincent Home. 

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