close

TPAs don’t need no stinking license

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to p...

The Dentist is in

About 20 years ago, there was a medical report that dental plaque could cause heart disease. The cy...

I dislike self-certification for hardship distributions

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe in thought,...

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares and securit...

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was back in sch...

Use that scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelmi...

The cost for more self-correction

Years ago, any volume submitter plan or non-standardized prototype plan would apply for its own det...

The cost for more self-correction

Years ago, any volume submitter plan or non-standardized prototype plan would apply for its own det...

Stealing plan assets is a dumb crime

Perhaps it is a result of the terrible economy for the last few years or perhaps more supervision b...

One bid isn’t enough

As the time owning my house is coming to an end, my wife and I are embarking on one last project: r...