One of the biggest misconceptions in retirement plan administration is believing that a small mistake will stay small. It rarely does. A payroll employee accidentally misses one participant’s salary deferral. Someone figures they’ll catch it...
After nearly three decades working with retirement plans, I’ve noticed something. The plan sponsors who sleep best at night aren’t necessarily the ones with the biggest companies, the most sophisticated plans, or the highest-paid advisors. They...
Sometimes the best career lessons don’t come from a mentor. They come from someo...
There’s bipartisan legislation making its way through Congress that would move the ...
I’ve spent nearly three decades working with retirement plans, and one thing has be...
Every plan provider has heard it. “Your fees are too high.” Maybe they ...
I loved The Deer Hunter. Almost everything about it worked. The performances, the cinemat...
Ask most retirement plan providers why they lost a client and you’ll often hear the...
Plan sponsors spend a surprising amount of time preparing participant communications. Not...
One of the biggest misconceptions among plan sponsors is that hiring a recordkeeper means...
