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There is no such thing as free administration

In England, many of the top pubs are owned by British breweries because watering holes ar...

I hate short plan years

When drafting new 401(k) plans for clients during the middle of the year, I like drafting...

I wish the DOL would act over TPA termination

It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) unti...

PEP goes to Pot

We have a Pooled Employer Plan (PEP) for so many things, so a Pot PEP seems OK. The No...

Fidelity to clamp down on third party access

Fidelity is clamping down on third-party access to 401(k) plans, which will likely restri...

Filing that late 5500 can be a weapon of mass destruction

Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even...

The Problem of Plan design

When you start fixing up the house (for me, a never-ending battle) and replacing applianc...

Which Plan To Set Up?

I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to ...

The problem with too much loyalty to providers

When I first started in the retirement plan business in 1998, I worked for a law firm tha...

Some TPAs are in the administration business, some are not

There are those TPA that sell financial products, there are some that sell insurance, and...