|Retirement Planning - The New 401(k) Fee Disclosure Rules and You
In an effort to ensure the likelihood that every participant will be provided this important
information, the DOL issued new regulations that require self?directed 401(k) plans to
provide detailed information to participants about the plan and its investments on a
regular and periodic basis so that participants can make informed investment decisions.
If your company is sponsoring a self?directed 401(k) plan for your employees and is like
most plans, you must ensure that your employees receive the initial annual disclosure no
later than August 30, 2012. The first quarterly statement must be furnished no later than
November 14, 2012 (for July through September).
|Best Financial Adviser for Doctors 2012
Medical Economics has named David I. Katz, Senior Partner,
Chief Operating Officer and Chief Financial Officer of Gitterman & Associates Wealth Management, LLC (GAWM) one of the magazine’s “2012 Best Financial Advisers For Doctors”. The announcement was featured in the November 2012 issue and on MedicalEconomics.com. Selection was based on criteria that includes educational background, experience, size of firm, minimum portfolio requirements and noteworthy professional achievements.
|2013 FIVE STAR WEALTH MANAGER” BY FIVE STAR PROFESSIONAL
Five Star Professional has named David I. Katz, Senior Partner,
Chief Operating Officer and Chief Financial Officer of Boca Raton and New Jersey-based Gitterman & Associates Wealth Management, LLC (GAWM) a 2013 “Five Star Wealth Manager”. Less than 2% of the wealth managers in New Jersey received the Five Star award, an award Katz also received in 2012 for his service in the Miami area. The announcement is featured in the January 2013 issue of New Jersey Monthly magazine.