There are certain problems in life where waiting might actually help. Late 401(k) deposits aren’t one of them. Employee salary deferrals are plan assets once they’re withheld from employees’ paychecks and are required to be deposited i...
One of the biggest sources of confusion for 401(k) plan sponsors is figuring out who is actually responsible for what. You have a financial advisor. You have a TPA. You have a recordkeeper. Maybe you have an ERISA attorney. Everybody is involved with the s...
Every year, most 401(k) plan sponsors get a Form 5500 from their TPA or other provider wi...
One of the biggest mistakes retirement plan providers make is assuming every client wants...
One of the easiest ways for a retirement plan provider to lose business is also one of th...
When my son Jason was getting ready to graduate from high school, we had to go to the lib...
I’m generally not a big fan of government mandates. In the retirement plan business...
I’ve always been a big supporter of the Major League Baseball Players Association. ...
One of the biggest mistakes retirement plan providers make is believing that every prospe...
One of the biggest mistakes retirement plan providers make is assuming that a quiet clien...
