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Get fiduciary liability insurance

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surprised how many people pay $20 to get a warranty on a $100 Blu-Ray player. When Best Buy was going national, they advertised how they wouldn’t sell warranties and...

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Location of your plan provider isn’t an issue these days

I’m the guy who will travel to a Target further from my home because the Target in Farmingdale is far better than Westbury and Valley Stream and people think I’m crazy to travel 15 minutes more for a better run store with better clearance sales. When my fa...

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IRS announces 2018 retirement plan limits

As 2017 nears its end, we already have the retirement plan limits set for 2008 by the Internal Reven...

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Don’t want to call an ERISA attorney? It’ll snowball

The snowball effect is term for a process that starts from something that is small and builds upon i...

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There is a difference in the quality of service that TPAs offer

In any service industry, the quality of service and price can be far and wide. While people say that...

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The greatest plan audit ever

For 18 years, I have been working on retirement plan audits. Either the plan was under examination b...

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Pick a Provider That Is Ahead of The Curve

When it comes to plan sponsors in choosing providers for their retirement plan, I think one rule of ...

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Should Your 401(k) Plan Go Safe Harbor?

December 1 is pretty quickly going to be upon us, which reminds me that I have some notices to send ...

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Using Funds From Only One Family Is An Awful Idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the re...

kotter

Welcome Back, Welcome Back, Welcome Back

The Kotter reference is only fun because the client’s name is Gabe Gabe, who had left us has r...