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Don’t pick the Bud Light of TPAs

The best selling beer in the United States is Bud Light. Does that make it the best? If given the ch...

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Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...

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...

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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...

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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...

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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...

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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...