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The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservat...

Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (M...

The Value and Worthlessness of Baseball Cards

The Menodza Line in baseball is a batting average of .200 and it’s named after Seattle M...

The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someon...

I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have establis...

How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that ...

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401...

$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest...

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of...

I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan ...