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The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. ...

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA...

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what h...

The new normal will be here for a while or will it?

  The problem with the Coronavirus pandemic is that for every 4 medical experts, ther...

10 Years In

LinkedIn notified me that it’s been 10 years since I started my own law practice in Apri...

Filing for 5500s for off calendar year plan extended

The Internal Revenue Service (IRS) has increased the filing and payment relief provided un...

Abbott Case Proves Cyber Theft Is A Serious Matter

With everything 401(k) related being online, cyber security is important for plan sponsors...

No shock, employers are suspending their matches

In the time of financial turmoil, one constant is that employers cut back on their employe...

Successful Virtual 401(k) Conferences Spawns Sequel

Thanks to the tremendous attendance at That 401(k) Virtual Conference, a sequel was inevit...

Some random Coronavirus pandemic observation

Does posting on Facebook that you see people not self-distancing, really effective especi...