The Intelligent 401k Advisor

Thursday, May 20, 2010

2010 Compliance Calendar

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I recently read a great article at plansponsor.com written by PlanSponsor Staff. Please see below. JUN 30 / ADP/ACP refunds for EACA plans...
1 comment:
Wednesday, May 19, 2010

Financial Literacy - Why It Matters to You and Your Employees

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I recently read a great article written by Ellen Lovejoy of Lovejoy Associates via 401khelpcenter.com . Please see below. It may come as no ...
Tuesday, May 18, 2010

401k Automatic Enrollment -- What You Need to Know

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I recently read a great article written by TRI-AD at 401khelpcenter.com . Please read below. Based on current articles in both the popular a...
1 comment:
Monday, May 17, 2010

Leave 401(k) Advice to Fiduciaries: SPARK to DOL

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I recently read a great article at mmexecutive.com written by Lee Barney. Please see below. The SPARK Institute filed a comment letter Thur...
Friday, May 14, 2010

Key Republican May Push for Broader Fiduciary Standard

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I recently read a great article written by Mark Schoeff at InvestmentNews.com . Please see below. Collins' amendment to financial reform...
Thursday, May 13, 2010

Survey Suggests Gaps in Plan Sponsor Goals, Roles

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I recently read a great article written by PLANSPONSOR.com . Please see below. A new survey reveals a potential disconnect between plan spon...
Wednesday, May 12, 2010

What is the End Game With Target-Date Funds; Retirement or Death?

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I recently read a great article written by Jeb Graham at 401khelpcenter.com . Please see below. An article recently published in a retiremen...
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About Me

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Kristofer Gray
Kristofer Gray is Principal and Co-founder of Integrity Financial Corporation, a boutique Registered Investment Advisor and consulting practice founded in 2004. Kristofer earned his Master’s degree in Administration from the University of Washington in 2002. He serves on the Tax & Fiscal Policy Council for the Association of Washington Business. As a Chartered Retirement Plan Specialist, Kristofer helps business owners evaluate and make smart financial planning decisions on behalf of their business. He also serves on the board of Global Inter-Action, a non-profit engaged in global relief and development. Kristofer is a longtime resident of the Pacific Northwest.
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