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Current News

Cost of Living Adjustments for 2018 - 10/23/17


Funding tax breaks with changes to your 401k - Motley Fool 9/6/17



401k Now 'Table Stakes' for Younger Workers - 401k Specialist 9/1/17


Mutual Fund Fees in 401k Plans Go Low (Again) - 401k Specialist 6/16/17



What's the Fate of the 401k Tax Status? - The 401k Specialist 4/24/17


IRS Guidance on 401(k) Hardship Withdrawals Clarifies Uncertain Terrain - InvestmentNews 3/1/17


IRS Agents Told What to Look for When Examining Hardships - PlanAdvisor 2/27/17


Substantiation Guidelines for Safe-Harbor Hardship Distributions from Section 401(k) Plans - Department of the Treasury, IRS 2/23/17


A Super Bowl Teachable Moment For 401k Participants - 401k Specialist 2/14/17


Tax Preparedness Series: Plan Now to Get Full Benefit of Saver's Credit - IRS News Release 12/15/16


401k Eligibility: When to Let Employees Join Your 401k Plan - Employee Fiduciary 12/14/16


Women and Retirement: Saving Less, Worrying More - Next Avenue 12/14/16


Whatever Happened to That Old 401(k)? - Wall Street Journal 11/30/16


401k Plan Design Study: What 2,767 Small Business 401k Plans Are Doing - Employee Fiduciary 11/30/16


Schwab Survey Finds Major Differences in How Male and Female Millenials View Retirement - Charles Schwab 11/15/16


5 Choices for Trump with 401k Fiduciary Rule - 401k Specialist 11/15/16


Cost of Living Adjustments announced for 2017 - 10/27/16


Three Best Ways To Pump Up Your 401k - Forbes 9/19/16


How to Get the Most From Your 401k - Yahoo Finance 9/14/16


Zen and the Art of 401k Maintenance - New York Times 8/5/16


Recommendations from House Republicans would affect employee benefits and pay - Willis Towers Watson 7/14/16


IRS Issues Draft Revision to Form 5300 - IRS 6/24/16


The Five Killer Concepts that Most Confuse Retirement Savers - Fiduciary News 5/3/16


Why a Falling Stock Market Won't Postpone Retirements - Bloomberg 2/18/16


5 things young investors should do to save for retirement - Vanguard 12/9/15


Cost of Living Adjustments - unchanged for 2016 - 10/21/15


Don't Treat Your 401(k) Plan Like it's an ATM, Experts Say - CNBC 10/19/15


The smartest reason to max out your 401(k) and IRA contributions - USA Today 9/14/15


DOL moving forward on fiduciary rule - P&I Online 8/17/15


Selecting an Auditor for Your Employee Benefit Plan - U.S. Department of Labor


Retirement Plan and IRA Required Minimum Distributions FAQs - IRS


Here's what happens when you take out a loan on your 401k - MarketWatch 6/7/15


Lessons from Marco Rubio's 401(k) Cashout - CBS News 5/28/15


Small Changes that Boost 401k by $300K - Yahoo Finance 5/5/15


Which Wins for Retirement Savings: Roth IRA or Roth 401(k)? - Time.com 4/14/15




Average 401(k) Balance Hits Record $91,300 - CNN Money 1/28/15


WE'VE MOVED!


Davis Moore & Associates, Inc.

1380 112th Ave NE, STE 202

Bellevue, WA  98004

(425) 233-6108


NEW:  2015 Cost-of-Living Adjustments for Retirement Plans 




Four 401(k) Power Moves - Forbes 11/7/14

Advice For Millenials: Keep a Clear Head During a Turbulent Market - 10/12/14

8 Tips to Maximize your 401(k) for Retirement - 10/7/14

401K Withdrawal Strategies: The Good and The Bad - 9/14/14

The Dangers of Borrowing Against Your 401(k) - 8/14/14

The Great Retirement Account You're Not Using - 8/4/14

How to Invest Your First 401(k) - 7/15/14

Avoiding 401(k) Mistakes - CBS News - 6/23/14

3 Simple Steps to Make the Most of Your 401(k) - Kiplinger - Aug. 2014