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.
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.
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.