Make sure those exclusions make sense
If you restrict eligibility from your retirement plan to a certain group of employees outside of th...
If you restrict eligibility from your retirement plan to a certain group of employees outside of th...
I hate moving. I’ve lived in the same house now for 19 years and I dread the idea of moving I hav...
The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor (DOL) does...
Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the h...
There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, they...
I read that a recent study showed the 80% of 401(k) plans are overpaying in fees. Tell me something...
When a plan terminates and distributes all its assets or merges all its assets into another plan, y...
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) service...
Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Plan. In an i...
A long-time advisor-client called with a chuckle that both he and I were right and a partner at a l...