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Keeping up appearances

When it comes to selecting and retaining plan providers, what you have to do as a plan sp...

Make sure your plan is efficient

When you start fixing up the house and replacing appliances or items like the front door ...

Not every attorney is an ERISA attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA fi...

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an ass...

The incentive to sell

When it comes to being a retirement plan provider, you should understand that it’s a re...

Coverage is a big deal

When you look at the problems of retirement plans, one that gets short shrift is coverage...

ForUsAll teams up for Bitcoin offering

May fortune favor the bold. I have to say something nice because I wouldn’t attempt a B...

Standard acquiring Securian’s recordkeeping business

Standard Insurance Company and Securian Financial Group, Inc. announced that The Standard...

They got sued, so what?

If your plan is with a very large plan provider, you may be contacted by a competing prov...

ESG rule finalized

The Department of Labor (DOL) has finished its ESG rule for retirement plans and sent it ...