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Get that late 5500 filed

  I used to have this recurring dream that I was back in college and it was my last semester. T...

checklist

The one list of TPAs that plan sponsors should ignore

What’s the best hamburger out there? There is a burger fad out there with so many expanding chain ...

googletpa

Plan sponsors need to Google Their TPA’s Principals

I believe in the idea of redemption, that people who make mistakes can atone for them. Maybe that ex...

90C7B6C3-E751-4AED-9E51-16E46542C1DD

To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by the Federal ...

suprise

HEY PLAN SPONSOR….. IN CASE YOU DIDN’T KNOW, YOU’RE A FIDUCIARY!

There’s been some great articles published recently about the “lack of fiduciary awareness” am...

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Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. Tha...

cash

Plans should get rid of those forfeitures

Forfeitures that occur when people terminate service from retirement plans is usually a problem when...

9C235828-EC7C-4311-9433-440A0EA143C8

The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know there are q...

key

Communication with Plan Providers is Key

I get along with people for the most part because I make the effort. It’s also a lot easier to fun...

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Confirm what the auditor says

If you have a retirement plan with more than 100 participants, you probably have a plan audit (if yo...