What TPAs Get Sued For (Hint: It’s Not the Calculator)
As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued because the...
As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued because the...
The retirement plan industry loves to talk about value, but it keeps pricing itself as if value doe...
Chief Justice John Marshall famously wrote in McCulloch v. Maryland that “the power to tax is the...
PEPs were sold to the retirement plan industry as the answer to everything—lower costs, better go...
There’s a growing belief in the retirement industry that technology equals quality. Sleek dashboa...
One of the hardest parts of being a plan provider isn’t the complexity of ERISA—it’s the inco...
Every few years, someone declares revenue sharing “dead.” And every few years, it stubbornly su...
Plan providers love to say, “We’re not the fiduciary.” And in many cases, that’s true. But ...
For years, plan providers survived on a simple premise: do solid work, keep clients happy, and the ...
Every plan sponsor committee has one. The loudest person in the room. The one with the strongest...