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The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a street called Avenue M. It has always been a Jewish neighborhood and over the last 35 years, it’s become more Orthodox.   Proof of that is a fish store lo...

latedef

The self-correcting problem of late deferrals

When the 5500s are due and audits have to be completed, there is always an issue regarding late deferrals when the employer failed to remit these contributions as soon as possible.   As of right now, late deferrals are my most popular error to fix for cli...

It’s better than nothing

Small employers have a tough time affording 401(k) plans, that’s a fact. 401(k) plans ar...

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage ...

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. Th...

AEW is showing what is wrong with the WWE

All Elite Wrestling (AEW) premiered on TNT earlier this month and while detractors scoff a...

The one article I won’t write

I write a ton of articles as you may know and I will have advisors contacting me and sugge...

You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a ver...

Just another TPA error

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. ...

There is a difference in my job

There are two major differences that I see in being an attorney when I worked for 9 years....