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April 1, 2005

Articles

Editor's LETTER 

Apr 1, 2005 12:00 PM, Geoffrey C. Lewis Editorial Director

Wherever you stand on President Bush's proposal to revamp Social Security, you might thank him for handing you a bit of a selling opportunity. No matter...

HEALTH SAVINGS ACCOUNTS SOMETHING TO BANK ON? 

Apr 1, 2005 12:00 PM, Will Leitch

Here's some hot news: According to a recent Wells Fargo/Gallup survey, 75 percent of small-business owners are with the U.S. health care system. Another...

SIT UP, BARK, ROLL OVER 

Apr 1, 2005 12:00 PM, Will Leitch

Just what the small-business owner needed a new regulation that requires more work. In March, the Department of Labor handed down new regulations covering...

WHO'S TOP OF THE 401(K) HEAP? 

Apr 1, 2005 12:00 PM

Finding a good plan administrator for a small-business 401(k) program is a process fraught with peril. Putting clients in a plan with limited portfolio...

A CONCERNED LOT 

Apr 1, 2005 12:00 PM, Will Leitch

A new trend in 401(k)s: Small businesses trying to figure out just where all their service provider fees are going and whether the fees are too much....

Sudden Wealth Syndrome 

Apr 1, 2005 12:00 PM, By Anne Field

It might be true that a person can never be too rich, but, as David Carmichael can attest, a person can get too rich too quickly. Four years ago, Carmichael,...

The 401(k) Gameplan 

Apr 1, 2005 12:00 PM, By Jim Ambrosio

Businesses large and small have found 401(k) retirement plans to be an important benefit to attract and retain a superior workforce. But small-business...

Helping the Self-Reliant 

Apr 1, 2005 12:00 PM, By Anne Field

Small-business owners are typically a self-reliant lot, and this fact cuts two ways for financial advisors who would serve them. On the positive side,...

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