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Experience can mean a lot of things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial advisors, acc...

Plan Symptoms and When It’s Time to Review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that reviews the doc...

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state of the...

ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to clients, ...

The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, theyâ...

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what happens… ...

Your participants should stay the course

With participants being allowed to get a Coronavirus related distribution under the plan if they wer...

Plan Sponsors Should Get Their Own Football

When I was in college in the early 1990s, I was heavily involved in student politics. I would go and...