Correcting your plan’s late deposit of salary deferrals by depositing them and making a contribution to make up for lost earnings in your 401(k) plan isn’t enough. Why? Well, Form 5500 requires you to truthfully answer whether you have late deferrals. ...
I have worked with several associations in setting up a multiple employer plan (MEP) and even more associations that didn’t want to start one. As I often discuss, starting a MEP isn’t easy because of the times it takes to grow assets and become viable....
I had two friends running for political office this November and they were great guys. The problem ...
In communications with other plan providers, clients, and potential clients, you have to be clear. ...
I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary U Broadcas...
I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I was a propon...
Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s not the r...
You get what you pay for and I think a lot of sole proprietors get that with a free solo 401(k) off...
On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane crossed over ...
It happened three years ago and I still can’t make sense of it. Where I come from, we call it chu...
