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experience

Experience could mean many things

I always talk about how plan sponsors need to work with experienced financial advisors, third party administration (TPA) firms, and ERISA attorneys on their plan needs. Like with reasonable fees, I believe that the term “experienced” is vague. Experience d...

dont be cheap

Don’t be cheap on retirement plans

As I have stated before, I am loath to hire employees because I was an employee once too. That pretty much means that I never met an employee who thought they were overpaid. For that matter, I never met an employer who thought that they pay their employees too...

All you need is just a little patience

I always talk about my open-door policy with financial advisors and third party advisors w...

IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per ...

IRS Provides Guidance on Long-Term, Part-Time Employees in 401(k) Plans

Under the SECURE Act, 401(k) plan sponsors will be required to have a dual eligibility req...

Possible Biden 401(k) is a little chilly

A little known proposal from the Joe Biden campaign concerning 401(k) plans is giving many...

Take extra precaution for COVID distributions

The Securities and Exchange Commission is urging professionals to take extra steps to ensu...

They will always be selling

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one ...

Plan settlement shows you what’s wrong

Finding things wrong with a 401(k) plan is very easy when a settlement in. a lawsuit has b...

Walt Frazier will be wheeling and dealing at That 401(k) National Virtual Conference on January 21

NBA Hall of Famer/Knicks legend/Knicks broadcaster Walt “Clyde” Frazier will be our gu...