close
empagreement

The question of providing information

ERISA requires disclosure of certain plan documents to participants including a summary plan descrip...

paydayloan

The multiple loan problem

As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k) plan has s...

contractpen

Get those contracts reviewed

One of the biggest problems for my clients after they hire me is that they realize that they never b...

peepspie

Make Sure The Census Information is Correct

I use the expression “garbage in, garbage out” if an end of year census report is done incorrect...

tpa2

I will never understand a TPA asset based fee

I’m stubborn and there are just some things I don’t understand, so hear me out.   I got a c...

unhealthy

Signs of an unhealthy plan

When it comes to your health, there are certain symptoms you should look out for that could be a har...

rmd

Make sure RMDs are made

In the past 35 years, it changed on who had to take out a required minimum distribution (RMD) from a...

lostearn

Correct the late deferral issue correctly

Correcting your late deferrals by depositing them and making a contribution to make up for lost earn...

notice

Get those safe harbor notices out

If you have a safe harbor 401(k) plan or plan on adding that provision to your plan, keep in mind th...

sms

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership or who serv...