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coverage

Coverage is always the biggest problem

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

assetfee

The TPA Asset Based Fee is a dinosaur

I have a good friend of mine that I’ve known for the last 18 years and he’s one of the m...

time

The Burdens of Time and Its Impact On Your Retirement Plan

Everyone has an inherent fear of something, something that makes them shudder every time they think ...

safeharbor

Safe harbor notices due December 1

It’s the second week of November, but it’s a friendly reminder that if you offer a safe ...

forfeitures

Forfeitures can be a compliance headache

Defined contribution plans such as 401(k) plans have a forfeiture provision if there are contributio...

indexchart

All points lead to more index funds in 401(k) plans

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index funds in 401(k...

wellsfargo

The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet quotas for ...

ips

The IPS could be an actual problem

The investment policy statement (IPS) is one of the most important documents that a participant dire...

katzs

Call the ERISA Attorney Before It’s Too Late

Besides bagels, pastrami, and cheesecake, New York is really well known for good medical care. So I ...