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Some people will do as minimal as possible

Another thing that sets plan providers apart is the work ethic, whether they will do whatâ...

VALIC sued over surrender charge

One of the most annoying parts of being an ERISA attorney is dealing with surrender charge...

Revenue Sharing is costlier to plan participants

I love when studies on retirement plans state the obvious.   According to researchers...

IRS increase user fees

The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings...

COVID caused retirement plan raid

Kiplinger conducted a poll that showed that plan participants did raid their retirement pl...

What you’ve got is a failure to listen

“What we’ve got here is failure to communicate. Some men, you just can’t rea...

Watch out for excessive termination fees

It’s pretty simple as a 401(k) plan sponsor, you have a fiduciary duty to only pay reaso...

The problem with DFVCP

When a plan sponsor has a late Form 5500 to file, one of the great things out there is the...

Change is inevitable with a purchase

People tend to hate change especially when things are good. The problem with a change in t...

Where to sell PEPs? Start with states that force employers to have plans

Where to sell Pooled Employer Plans? A good start is the states where employers have to of...