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You don’t need the headache of former employees

A family member just went through the process of locating retirement plan accounts at two ...

Don’t hire relatives as plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’...

May be time to look at that TPA

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Cont...

RFP process can’t be a sham

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of th...

Fix those late 5500 errors

With July 31st passing (the deadline for Form 5500 without an extension), it’s a great w...

Sometimes, they just want to throw you off

When you meet retirement plan sponsors just at different networking events and they find o...

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they woul...

Some people just want it when it’s free

One of my king beliefs is that giving away, anything of value for free is a mistake becaus...

AON-Willis Tower Watson Merger is Kaput

The proposed merger of Aon and Willis Towers Watson (WTW) has been terminated. Both firms ...

Biden nominates Gomez as EBSA head

Some birds aren’t mean to be caged (a line from The Shawshank Redemption) and some attor...