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Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of...

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s busine...

Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sp...

Oregon opens up small business plan for individuals

Oregon announced that their OregonSaves retirement program will now allow individuals, suc...

Vanguard to offer HSAs, interest will be increased

As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) t...

That 401(k) Conference to hit Atlanta in April

I’m proud to announce that That 401(k) Conference will be held in Atlanta at SunTrust Pa...

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably c...

They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best...

The need to avoid the old mistakes of Open MEPs

As we await the Department of Labor’s (DOL) guidance pursuant to President Trump’s exe...

Make sure participant records are secure

Being a plan sponsor is difficult because you’re a plan fiduciary which requires the hig...