401(k) investment choices
The CFO is individually named as defendant in this class action lawsuit for his choice of investment offerings in company’s 401(k) plan. […]
Category: 401(k)
The 2021 investment shakeup
After more than a decade of one-way intense focus in the stock market, investors are now changing strategies. We see more wisdom […]
Benefit of 401(k) tax credit for small business that start 401(k) plans
My brother John Novak, a well established 401(k) expert, shared some calculations that he made for his own clients illustrating the impact […]
Impact of the SECURE Act on business retirement plans
Ted Benna, called “the father of 401(k)s” was one of my first business mentors when I left Wall Street in 1997 and […]
IRAs and the Retirement Income Myth
Tony Novak, CPA financial planner
2019 Tax Saving Checklist for Attorneys
Forecast 2019 taxes now based on 2018 year-to-date results. (If you don’t have 2018 YTD then we really need to talk). Use […]
New way to pay student loans – tax free!
I’ve been practicing in the employee benefits field for 37 years and I can’t remember being as surprised as I was reading […]
Alternative Investments: Now More Than Ever
I’m convinced that most people don’t know about vast array of alternative investment options available to them including through tax-advantaged individual retirement […]
What the fiduciary rule means to us
Update on February 8, 2017: District Court in Texas upheld the fiduciary rule in this 81 page ruling in a case brought by […]
Target benefit annuity plans
how to use a 412(i) target benefit annuity pension plan for a self employed individual