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IRS approves tying student loans to 401(k) employer contributions

The Internal Revenue Service (IRS) issued a private letter ruling which allowed an unnamed...

Podcast coming soon

Don’t know when, don’t know where: but there will be a 401(k) podcast emanating from t...

Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a lic...

What’s In It For Them?

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a ...

The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves ...

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party ...

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of...

Remake and Reboots is all the rage on TV

With talks of a Fraser reboot, a new Magnum P.I., and an updated Murphy Brown coming this ...

Mission Impossible: Fallout is one heck of a movie

There are a few times in my life when I saw an action-adventure movie and was mesmerized f...

That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, t...