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The auditors can make a mistake and not admit

For plans that require an independent audit, the point of the audit is to determine the financial h...

Confirm what the auditor says

If you have a retirement plan with more than 100 participants with account balances, you probably h...

In the end, it’s on you

One of the thankless parts of my job is dealing with plan sponsors with large issues and no sense o...

Bed Bath and Beyond employees get that dreaded market value adjustment

Stable value funds provide great returns, much better than money market accounts. There is a price ...

There is a strike against technology savvy TPAs

I have been working as an ERISA attorney since 1998. While the laws, regulations, and technology ha...

We all have priorities

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t have the gr...

I wouldn’t put an ESG fund in a plan

The worst things to argue about are politics and religion. That’s why I avoid suggesting that pla...

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

The inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...