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Master Sgt. David Dines changes out the film aboard an OC-135B Open Skies observation aircraft during pre-flight checks Jan 16, 2010 at Joint Base Andrews, Md. The OC-135B is used to conduct observation flights in support of the Open Skies Treaty. The OC-135B is with the 45th Reconnaissance Squadron, Offutt AFB, Neb. (U.S. Air Force photo/Airman 1st Class Perry Aston)

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...

loyalty

The problem of misplaced loyalty

When I first started in the retirement plan business in 1998, I worked for a law firm that served as...

On The Form 5500, sometimes the answer lands you in trouble

When you’re filing that Form 5500, just notice that certain answers may likely lead you to an Inte...

99E339B2-40A0-4B42-A3B4-F145B482183C

Choice in 401(k) Plans isn’t exactly a great thing

In life, giving people a wide variety of choices is a good thing. However, when it comes to daily va...

20A0383F-EE97-4207-A2F3-A8B8C12B6078

Don’t pick a provider just because it’s popular/big

When picking a retirement plan provider whether it’s a third party administrator (TPA) or financia...

E18AAA93-E35B-4036-8759-7287693F1B19

Keep Those Beneficiary Information On File and Updated

As a plan sponsor, it should be obvious that you need to keep all beneficiary forms on file and make...

CB61A076-9DEC-46BA-AF78-CC5FBE553498

You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovich is play...

C6C836F8-E94F-4D70-B3E6-0132C47A1B46

You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovich is play...

JC

Tell your TPA what you’ve got

As a plan sponsor, you really need to let your third party administrator (TPA) what you have in term...

AC75C0C8-8C55-4775-A729-56EA6F4C607F

The MEP isn’t the end all, be all

I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with...