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Make sure the plan custodian know who your plan trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership ...

Correct the late deferral issue correctly

Correcting your plan’s late deposit of salary deferrals by depositing them and making a...

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and ...

Kroger is the latest 401(k) lawsuit target

Kroger is the latest target in a class-action lawsuit. The supermarket chain has been acc...

401(k) contributions are up for 2022

401(k) participants can contribute up to $20,500 to their 401(k) retirement accounts in 2...

Ascensus gobbles up Newport

In another consolidation for the retirement plan business, Ascensus, a recordkeeping serv...

Give them the tools to succeed

I had two friends running for political office this November and they were great guys. Th...

You need to be clear

In communications with other plan providers, clients, and potential clients, you have to ...

Your big mouth opens doors and it closes them too

I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary ...

Never steal plan assets

I’ve seen plan sponsors do it, I’ve seen employees do it, and I’ve seen plan provid...