close

Last call for safe harbor match soon for 2021

Unlike the safe harbor non-elective contribution, you still need notice and you still need...

Nestle sued over 401(k) plan

Nestle is the latest target of ERISA litigators and is being sued 0ver excessive administr...

Insperity, Reliance Trust settle for $39.8 million in PEO settlement

Insperity and Reliance Trust has settled a lawsuit for $39.8 million, alleging that they b...

The Politics of ESG Investing

At the heart of everything in the 401(k) plan business, politics does play a part.   ...

Another MEP sued

When your plan is big enough, you will be a target of the ERISA litigators.   Human r...

UK Firm To Enter 401(K) PEP Market

Smart, a United Kingdom and global recordkeeper, has announced it will make its recordkeep...

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring...

It might have something to do with control

As a retirement plan provider, you meet a potential client and you just do so well in the ...

Avoid The Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ...

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to ...