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You don’t know unless you ask the IRS

A few months back, I was working with a 401(k) plan sponsor on a big Voluntary Compliance Program (V...

Get a scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelmin...

Plan design puts more money in your pocket

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design...

It’s amazing how bad administration can be

Most administration conducted by third-party administrators (TPAs) is quite good, but the juicy and ...

Fight like hell for plan participants

A lot of talk in political circles surround politicians using fighting words. I’m not a politician...

It’s not about a Name

11 years ago, I knew I was going to start my national law practice dedicated to ERISA/retirement pla...

I hate the stated match

A 401(k) plan doesn’t have to be treated like the Bible or any other type of book where every work...

The former employees can be a huge problem

In terms of issues over retirement plans for the past 22 years, the two most treacherous investigati...

Best defense is good procedures and following them

Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the governmen...

You need to read the plan document

I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide something...