When a plan terminates and distributes all its assets or merges all its assets into another plan, you need to understand that a Final Form 5500 needs to be completed. Otherwise, you will get notified by the Internal Revenue Service or Department of Labor that...
I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. Director. I know because I’ve been there and done that. I write articles, I blog, and I started this crazy website. Ever since I started my pra...
When your practice is successful as a retirement plan provider, you’re going to want to...
Going for that annual review was like going to a dentist if I had cavities. You know it w...
According to FinanceBuzz, 40% of Americans with retirement accounts have taken money out ...
Everyone is pushing lifetime income options for retirees because the fear is that there w...
I work (outside of plan audits) on a flat fee basis. What I say is the price is the price...
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...
I was against Automatic Enrollment before I was for it. When it finally became part of th...
