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form-5500-part-2

I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have established themse...

retirement-plan-audits

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401(k) Plans....

5500

I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan Administra...

johnny

Retirement Plans Should Fit Like A Glove

Johnnie Cochran should have been an ERISA attorney. The man who claimed: “if it doesn’t fit, you...

How To Hire A 401k Investment Adviser

Employer plan sponsors often ask me which investment adviser credentials are most important to look ...

How 401(k) Plan Sponsors Can Improve Their Plan At Little Cost

There are many ways that a retirement plan sponsor can improve their 401(k) plan, but they usually b...

thecomeback

Open MEPs to make a Comeback?

The Senate’s Committee on Finance has approved a bill that would open the door for employers to pa...

There’s more to auditing 401(k) Plans than just the financials

When I was working in a CPA firm, the 3rd Party Administrators would always fight us on testing of d...

Update Your 401k Education Sessions Using These Facts

Your employees have hopes and dreams about what their retirements will look like. Right now they are...