Benefits Blog

EDUCATION: Retirement Planning Services Hosts Exclusive Lunch and Learn with ERISA Expert, Sal Tripodi

Posted by Lindsay Barnard on Wednesday, June 13, 2018 @ 11:15 AM

Our parent company, Retirement Planning Services, was honored to host an exclusive ERISA Lunch and Learn training session on Monday for area attorneys and CPAs, held by one of ERISA's finest (and fellow Coloradan), Sal Tripodi! A special thanks to Sal for extending this honor, since he now only speaks once a year at his Annual ERISA Seminar in Hawaii.

We'd also like to extend a big thank-you to our co-sponsors, Empower Retirement, Millennium Trust Company, and DFA Funds!

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Tags: retirement, Retirement Planning, ERISA, Education, continued education, sal tripodi, empower retirement, dfa funds, millennium trust company, brokers

What Can Organ Donation Rules Teach Us About 401(k) and 403(b) Plans?

Posted by Nathan Carlson on Monday, September 21, 2015 @ 01:03 PM

The percentage of individuals in Europe that donate their organs upon their death varies greatly from one European country to the next.  For example, only twelve percent of the German citizens choose to donate their organs but if one steps across the border and enters Austria, close to one hundred percent (99.98%) donate their organs.  In Denmark only 4.25% donate their organs, but if one leaves Copenhagen and drives across the Oresund Bridge, down the two-mile long undersea Drogden Tunnel and into Sweden, 86% of the population donate their organs.  Why these strange differences amongst very similar demographics?

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Tags: ERISA

ERISA Dates You Really Don't Want to Miss!

Posted by Nathan Carlson on Wednesday, January 08, 2014 @ 02:02 PM

Ian Thorpe, the former Australian Olympic swimmer doesn’t miss much. He won three gold medals and two silver medals at the 2000 Summer Olympics and eleven World Championship gold medals. But in 2001 he missed an important date. He was out jogging in New York City and intended to go to the observation deck of the World Trade Center when done. However, he realized that he had forgotten his camera in his hotel room. He hailed a cab, returned to his room, and turned on his television to discover he had narrowly missed death. The date was 9/11/2001.
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Tags: ERISA, 2014 ERISA Dates

2014 IRS Cost of Living Adjustments

Posted by Nathan Carlson on Friday, November 01, 2013 @ 01:30 PM

IRS Announces New 2014 Limits

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Tags: Pension, ERISA, 401(k). SIMPLE IRA, Retirement Planning

DOL Audits and Criminal Investigations are Increasing

Posted by Nathan Carlson on Wednesday, September 04, 2013 @ 03:20 PM


When ERISA was passed in 1974, Congress realized that the provisions of ERISA would have to
be enforced.  So, Congress also created the Employee Benefits Security Administration (EBSA), which is responsible for ensuring the compliance and integrity of the private employee benefit system in the United States.  EBSA is a division of the Department of Labor.

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Tags: Pension, 401(k), DOL, ERISA, EBSA, Audit

Tags: Test, Test, Test, Test, Test, Test,

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