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It’s the end of the year, maybe time to take a look

With Thanksgiving past us, it means the year is coming to an end, and it can certainly be a time to...

Beware of insurance brokers disguised as TPAs

A friend of mine who is a financial advisor asked me about a third-party administration (TPA) firm ...

Never forget a retirement plan is a benefit

When you talk about benefits, one of the most overlooked is a retirement plan benefit. While ...

Late 5500? Worst thing you can do is immediately file first

When we were kids, we were trained that late assignments should be turned in as soon as possible. T...

The problem with bad advice

A financial advisor called me and asked me if there was a problem that an insurance policy paid by ...

Make sure the plan custodian know who your plan trustees are

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

Never steal plan assets

I’ve seen plan sponsors do it, I’ve seen employees do it, and I’ve seen plan providers do it....

ERISA attorneys and the snowball effect

The snowball effect is a term for a process that starts from something that is small and builds upo...

Get rid of the bad decision makers

I was a Vice President of a synagogue once and the biggest problem I had is that the people who had...

The one fund family lineup Is a bad idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the r...