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Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative said it best about political campaigns: “he who frames the issue, wins.”   The same thing can be the same way that you market a pooled employer plan (PEP) if you ...

simple plan

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where that will help grow my practice. When it comes to plan documents, I can’t compete with free plan documents from the plan custodian.   Most of these small plans are s...

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, ...

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requi...

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of La...

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on ...

A restatement could be time for a plan housecleaning

A restatement process isn’t required by the Internal Revenue Service so that ERISA attor...

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (P...

Retireholi(k)s to appear at That 401(k) National Virtual Conference

The Retireholi(k)s, the folks from Plan Design Consultants, and the greatest videocast in ...

Biden won’t get what he wants on deferrals

Articles about presidential nominees and their 401(k) proposals are always amusing because...