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Watch out for excessive termination fees

It’s pretty simple as a 401(k) plan sponsor, you have a fiduciary duty to only pay reaso...

The problem with DFVCP

When a plan sponsor has a late Form 5500 to file, one of the great things out there is the...

Change is inevitable with a purchase

People tend to hate change especially when things are good. The problem with a change in t...

Where to sell PEPs? Start with states that force employers to have plans

Where to sell Pooled Employer Plans? A good start is the states where employers have to of...

New law provides disaster distribution relief New law provides disaster distribution relief

The Consolidated Appropriations Act, 2021 signed into law by President Trump, also provide...

Money purchase plan distributions available for COVID relief

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on De...

Relief provided for partial terminations

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on De...

What you need to do about missing participants

As a 401(k) plan sponsor, it’s not hard to lose touch with former employees who still ha...

That 401(k) National Virtual Conference is this January

Zoom will be the place to be for That 401(k) National Virtual Conference on Thursday-Frida...

Bill to expand MEPs to 403(b) plans introduced

I rarely talk about legislation because so many bills over the years get proposed with zer...