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Navigating the complexities of deferred compensation plans
Deferred compensation can be a valuable wealth accumulation and management tool. When it’s used strategically with other workplace compensation and savings programs, and with sources of wealth outside of work, it can play an important role in tax optimization and distribution planning.
Understanding equity compensation plans
Learn the nuances of equity compensation plans and how they play a key role in helping employees build a tax-optimized and risk-mitigated strategy for accumulation and distribution.
Managing risk for business owners
Help business owners implement ERISA-compliant strategies to manage their fiduciary risk when sponsoring 401(k) and other defined contribution plans.
Maintaining retirement plan documents
Help ensure business owners meet best practices for their workplace retirement plans by updating the plan documents annually to comply with federal laws.
Writing investment policy statements
Offers business owners tips to write an effective investment policy statement (IPS) — something increasingly recognized as a tool to demonstrate they’re following a prudent process when selecting, monitoring and replacing investments in their workplace retirement plans.
Making QDIA selections
Instruct business owners on the guidelines for selecting qualified default investment alternatives (QDIAs) in their retirement plans to ensure compliance and reduce risk.
Evaluating fee disclosures
Helps business owners evaluate whether or not their workplace retirement plan fees are reasonable to ensure they’re meeting cost criteria as defined by regulatory agencies.
Protecting plan sponsors from liability
Helps business owners meet the compliance measures required by 404c of ERISA to help them avoid liability for their workplace retirement.
Our ERISA specialists field questions from retirement specialists every day about how to help clients navigate today’s complexities and regulations.1 Our Advisor Q&A Series is your window into those conversations. Log in or register to access locked content.
Explore collective insights from our thought leaders, portfolio managers and industry experts on better ways to evaluate investments, structure retirement plans and navigate today’s financial landscape.
1Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.
This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Fi360, PLANSPONSOR, Judy Diamond and Zephyr are not affiliated with Columbia Threadneedle Investments.
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