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bread

Refreshing a stale 401k plan

Problem Encountered We received an RFP from a manufacturing plant owned by a foreign based company. ...

docgroup

Doctor Group Mergers

Problem Encountered We had a longstanding client relationship with a 12 partner Orthopedic group. As...

lawtonindex

Should 401k Plans Offer Only Index Funds?

A number of retirement plan experts believe that 401k plan participants should only be allowed to in...

rfp

The RFP Process has to be real

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...

lawton

What Your 401k Investment Committee Should Discuss

If you are like most 401k plan sponsors, you worry about whether your 401k plan investment committee...

nepotism

Don’t hire relatives as your plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

payforthat

You’re Paying For That

The best third party administration (TPA) salesman I ever knew wasn’t happy with the typical GMC S...

gav

QUALIFYING FOR PROTECTION FROM FIDUCIARY PERSONAL LIABILITY

In order to qualify for protection from Fiduciary personal liability and minimize exposure to that l...

reasonable

THE MEANING OF “REASONABLE”

The Term “Reasonable” appears in several places in the world of 401(k) plans.  However, it is n...