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No Surprise Here—We’re Arguing About the Symptom, Not the Disease

This is one of those stories where the headline sounds important, but the conclusion is s...

When a Retirement Plan Audit Finds a Problem

For plan sponsors subject to annual retirement plan audits, the audit process can feel in...

The Fiduciary Duty Plan Sponsors Can’t Delegate

Many plan sponsors believe that once they hire a recordkeeper, TPA, or investment advisor...

Why Retirement Plan Mistakes Are More Common Than Plan Sponsors Think

Many plan sponsors assume that once a retirement plan is established and service provider...

The Real Reason Plan Providers Lose Clients

When plan providers lose a client, the first assumption is usually pricing. The adviso...

Why Good TPAs Are Harder to Find Than Good Quarterbacks

Anyone who works in the retirement plan industry has heard the complaint from advisors an...

The E.T. Video Game: What Were They Thinking?

Every once in a while, the entertainment industry produces something so misguided that de...

The E.T. Video Game: What Were They Thinking?

Every once in a while, the entertainment industry produces something so misguided that de...

IRS Proposes Rules for “Trump Accounts”

Whenever Congress creates a new savings vehicle, the legislation is only the beginning. T...

What the DOL’s New Enforcement Priorities Mean for Plan Sponsors

If you want to understand where the Department of Labor is headed on retirement plan inve...