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Yeah, I hate TDFs and here is another reason why

It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the ...

You’re late, file for the DVCP, because the penalties are larger

Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue ...

Red Cross sued over their 401(k) plan

When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red ...

I like State Employer Mandated IRAs, I just hate State Employer Mandated IRAs

I like the idea of states enacting mandated employer State IRA programs, I just don’t li...

That 401(k) Virtual Bunch with Congressman Jamie Raskin is on May 10th

Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtua...

Never give up

If you start a retirement plan provider practice, it can be frustrating. Like I always say...

Clients need to get over a fear over ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Sinc...

Compromise means you have to give in too

I am in the midst of a serious dispute with a third-party administrator (TPA), let us just...

Plan design puts more money in your pocket

If you’re a retirement plan sponsor, why should you care about plan design? Retirement p...

It’s amazing how bad administration can be

Most administration conducted by third-party administrators (TPAs) is quite good, but the ...