On paper, daily eligibility sounds like one of those ideas that makes perfect sense. Why make employees wait? Why force someone hired on Tuesday to sit around until the first of the next month or next quarter before they can defer into the 401(k) plan? Immedi...
As a plan provider, one of the more frustrating parts of asset sale transactions is watching a perfectly salvageable retirement plan get marched toward termination because the M&A lawyers want zero daylight between the buyer and anything that smells like ...
Providers love talking about technology. Modern platforms. Digital enrollment. AI tools. Partici...
Every retirement plan problem seems to follow the same script. A contribution is wrong. A loan p...
When I worked for TPAs as an attorney, there were days I felt less like legal counsel and more like...
Plan sponsors love the idea of simplicity. One provider, one platform, one point of contact. The re...
I had a plan provider sponsoring many of my events. It was a great relationship, the kind that work...
I used to think it was random. Watching mediocre people get pushed forward at work and in life, I f...
Every provider sells the same story: seamless, integrated, all-in-one. One platform, one experience...
Every provider has them. The person who knows everything. They understand every client nuance, ever...
