I read that a recent study showed the 80% of 401(k) plans are overpaying in fees. Tell me something I don’t know. For most small and medium-sized plans, there is absolutely no check by the plan sponsors on whether the fees that they’re paying are reasonab...
When a plan terminates and distributes all its assets or merges all its assets into another plan, you need to understand that a Final Form 5500 needs to be completed. Otherwise, you will get notified by the Internal Revenue Service or Department of Labor that...
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) service...
Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Plan. In an i...
A long-time advisor-client called with a chuckle that both he and I were right and a partner at a l...
In England, many of the top pubs are owned by British breweries because watering holes are an effec...
When drafting new 401(k) plans for clients during the middle of the year, I like drafting them with...
It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) until the plan...
Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even when the ...
When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...
