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Multiple plans? Pick one. TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usually a defi...

Smaller plans, at least have the PEP tool

I was interviewed recently by a 401(k)-centric website about smaller plans. When I first started in...

Ask Your TPA about training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with ...

The problem of late deferrals

While working as an ERISA attorney with a national practice (cough, cough), it’s clear to me that...

Participants will continue to make bad decisions

As the stock market remains choppy and we trying to figure out whether we are in a recession, it’...

401(k) and 403(b) are a lot alike, but the two shall not merge

Thanks to regulations, 403(b) plans are becoming more and more like 401(k) plans. It’s to the poi...

Web access makes it easier to steal

14 years ago, I worked on a union money purchase plan. A participant claimed that their distributio...

Keeping up appearances

When it comes to selecting and retaining plan providers, what you have to do as a plan sponsor is t...

Make sure your plan is efficient

When you start fixing up the house and replacing appliances or items like the front door or the roo...

Not every attorney is an ERISA attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field for ov...