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The issue with 403(b) plans

I always say that as bad as 401(k) plans may be, 403(b) plans are in much worse shape. It didn’t h...

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One metric about financial advisors that you should consider

When gauging the effectiveness of the retirement plan’s financial advisor, one thing that 401(k) p...

7FA893D0-E26B-4E18-A79E-9F646EDB23E5

Trash Hauler Replaces Some Wasteful Funds

Problem Encountered One of the nation’s ten largest waste haulers had a $70 mm dollar 401k plan a...

A62CAA5F-81A2-4AE7-B3EA-12A1F49C0B32

Don’t be cheap when it comes to your retirement plan

As I have stated so many times, I don’t want to hire employees because I was an employee once too....

wethepeeps

Plan Sponsors have Tp Keep Track of All Plan Amendments

I didn’t have such a great time at law school because I felt the administration and much of the fa...

denial

DENIAL … A NICE PLACE TO VISIT BUT YOU CAN’T LIVE THERE

Our daily life is full of challenges.  Some challenges will be awesome.  Others will be good.  Bu...

nbc

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 ...