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Introducing That 401(k) University

You don’t have time, I get it.   So I will be developing a YouTube series of 8–10...

Dropping the plan document ball

One of the problems with being a plan sponsor is trying to make sure that when it comes to...

Yesterday’s funds in today’s lineups

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the...

Those answers on that 5500, you may hear from the government

The purpose of an audit of Form 5500 is to make sure that plan sponsors voluntarily comply...

It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness u...

Look within

The best way to keep clients is to look at what you’re doing as a plan provider and what...

Make sure that your plan providers meet your Cyber Security needs

With new guidance by the Department of Labor (DOL) on cybersecurity, it’s important to d...

Ascensus is acquired

One of the biggest consolidators in the third-party administration (TPA) business has foun...

IRS offers more partial termination guidance

The Internal Revenue Service (IRS) released some new guidance on the temporary partial pla...

Where the PEP makes most sense

We still have a retirement crisis in this country as people don’t have enough retirement...