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Be a nice family member, get your beneficiary forms in order

I hate death, I hate talking about death, the whole point of living is not dying. Yet, when it comes...

If it’s free, how much can it be?

Years ago, I started working and had a lot of free time (before marriage and kids). I saw that the l...

Put a process in place to find missing participants

More than 16 million accounts of $5,000 or less — $8.5 billion in the aggregate — were left in w...

Hell hath no fury than a former employee scorned

I always say that the reason I don’t have employees is I was once an employee too. I was never tot...

Beware of the audit of the audit and don’t pay for it

A plan with 100 or more participants requires an audit of a plan’s financial standing conducted by...

Hire an ERISA attorney for an audit

Attorneys have a bad reputation and a lot of times, it’s warranted. I jokingly said I knew why peo...

The forgetful part of the DFVCP will cost you

The Delinquent Filer Voluntary Compliance Program (DFVCP) is a Department of Labor (DOL) program des...

ERISA attorneys and the snowball effect

When it comes to retirement plans, we have a snowball effect. The effect is usually when the plan sp...

Get that Final 5500 done

When a plan terminates and distributes all its assets or merges all its assets into another plan, yo...

How does it happen? It does

Part of my job is fixing errors made by plan sponsors and their plan providers. Despite what the top...