Keyword: active participant

Last Week on NAPA Net

Highlights of our coverage the week of Feb. 4 included analysis of the credit markets, participants outcomes, retirement income projections and the effects of fee disclosure; E*Trade’s advertising assault on plan advisors; results of a survey on the digital divide; and previews of presentations and events at the upcoming 401(k) Summit in March.   Read More

Case of the Week: Active Participant Status for IRA Contribution Deductibility

Responding to a question from an advisor in Minnesota, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry regarding the definition of an active participant in an employer-sponsored plan for IRA contribution deductibility purposes if the individual receives an allocation under the 401(k) plan.   Read More