For 401(k) Plan Providers | That 401k Site

You're browsing category: For 401(k) Plan Providers

I always talk about my open door policy with financial advisors and third-party administrators where...

When you’re a financial advisor and working out proposals for potential plan sponsor clients, pric...

As discussed in my newest book, “The Greatest 401(k) Book Sequel Ever”, I’m still amazed at my...

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be r...

If you make yourself a target, don’t expect that someone won’t make you part of their target pra...

Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really k...

I was working with an advisor recently, who had issues with one of those third party administrators ...

Trust is a very important thing to me. If I can’t trust people, I really don’t need them. The re...

I always say the two worst things you can give people are false praise and false hope. One of the r...

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, bein...