Recent Articles

Does your ROBS plan allow alternative 401K investments? A new client came to with an existing ROBS plan created by one of the big promoters.

Yes, you may use a Trust to manage your self-directed IRA’s assets. This article attempts to clarify what works and what doesn't work for an IRA to use a trust as its investment vehicle.

The purpose of a DOL audit is not to rehash past mistakes but to look at past events with a view toward improving future performance.  Findings from an audit can be used as a basis for adjusting po

Plan Administrators require year-end valuations of all plan assets. Most of my clients’ plans only contain stock in the sponsoring corporation so this is a straightforward, albeit important, task.