Bush Retirement Plan Services

Industry News

Solo 401(k) Offers Big Tax Savings for Self-Employed

CBS MoneyWatch.com offers a good overview on the benefits of the Solo 401(k) plan, a type of 401(k) that can be created by people who are self-employed and have no employees other than a spouse. Click here to read more.

IRS Issues Guidance on In-Plan Roth Rollovers

The Internal Revenue Service will allow plan sponsors to adopt amendments providing for 2010 in-plan Roth conversions. Amendments can be adopted after Dec. 31, 2010. To read more about this and tax rules governing in-plan Roth conversions, click here.

2011 Rollover Chart

401Khelpcenter.com has produced a guide to what the IRS permits when rolling fund from one retirement account to another. Click here to download the 2011 Rollover Chart.

Revenue Sharing on Plan Investments

Reish & Reicher’s recent white paper, “Allocating Fees Among Participant-Directed Plan Participants,” analyzes the obligation of fiduciaries in the allocation of revenue sharing among participants. It also explores the obligation to disclose information about that allocation to the participants.

Click here to download the full white paper.