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15E47D7C-3A4F-476F-9AD8-7F9CE5953868

Need to differentiate yourself among the bug boy and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report showed estimates that the 10 largest recordkeepers will represent more than 75% of record kept 401(k) assets by year-end 2019. That’s a startling number if y...

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The problem with insurance with 401(k) plans

I have life insurance and it’s an important financial tool to protect your loved ones. I’ve never been a fan of maintaining a life insurance policy within a qualified plan and that bias against it is because of the compliance errors I’ve seen with these ...

Per ahead charges are eye popping in MEP case

National Rural Electric Cooperative Association (NRECA) is a national service organization...

SECURE Act makes those late 5500s more costly

One aspect of the SECURE Act that many commentators failure to note is that it’s mor exp...

Delaware hammers a 403(b) Provider

  The non-ERISA §403(b) space is the last bastion of high, hidden costs in retiremen...

Agenda shaping up for That 401(k) National Conference

With less than 2 months away, the agenda for That 401(k) National Conference is shaping up...

Goose Gossage to appear at That 401(k) National Conference

Hall of Fame reliever Rich “Goose” Gossage will be a special guest at That 401(k) Nati...

When you focus only on fees, you lose sight of everything else

For the past 7 years, fee disclosure has certainly helped you as a plan sponsor to finally...

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year s...

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about sure things they are working on, al...