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You need to be accountable

People don’t like to be accountable for the most part. It’s just human nature to blame...

Yes, advisors are pushing HSAs and they should

A recent study by Access Point HSA, a Rhode Island consulting group, conducted a survey ov...

Time to change provisions, get that built into the restatement

With the restatement process underway, it certainly makes sense to review your plan docume...

The restatement process begins

For those with defined contribution pre-approved plans, it’s time to restate your plan d...

Politics is like professional wrestling and I know why

I was heavily in politics in college, both partisan and non-partisan (student government)....

Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative s...

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where th...

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, ...

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requi...

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of La...