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Make sure those exclusions make sense

If you restrict eligibility from your retirement plan to a certain group of employees outside of the statutory exclusions (such as union employees or non-resident aliens), it might make sense to determine whether that exclusion is still proper. Any definit...

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. There isn’t much room for miscommunication. When dealing with clients, miscommunications can lead plan sponsors to some huge mistakes. Everything you write...

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. W...

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Opti...

Gomez admit some Trump reversals are inevitable

Assistant Secretary of Labor and Employee Benefits Security Administration head Lisa Gome...

That ESG rule will be in the waste basket soon

For 2025, the ESG rule will be history for now. Donald Trump as President will reverse...

ERISA changes under Trump? Your guess is as good as mine

As January 20th approaches, people in this business will question what a second Trump adm...

This Too Shall Pass

Now the Presidential election is over, can all those still on the cliff, move back inside...

Changes have to be smooth

I hate moving. I’ve lived in the same house now for 19 years and I dread the idea of mo...

IRS has a tough time with the 5500 “zig zag”

The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor ...