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The auditors can make a mistake and not admit

For plans that require an independent audit, the point of the audit is to determine the f...

IRS Announced the 2024 plan limits

Inflation is affecting retirement plan limits again. Starting in 2024, employees can c...

Creative Planning buys Mesirow team

Registered investment advisor (RIA) Creative Planning announced the purchase of Mesirowâ€...

DOL proposed new fiduciary rule

The Department of Labor proposed a new fiduciary rule. The proposed rule would end the...

Bitcoin will be visited again

Despite my concerns about allowing crypto options in 401(k) plans, that issue will be bac...

Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administrat...

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I start...

Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have...

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that...

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure...