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Ask the TPA about their administrators’ training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with a...

The problem with loans

When I draft a new 401(k) plan for a client, I’ll recommend a loan provision even though it can be...

How To Avoid A DoL 401k Audit

There are many reasons for plan sponsors to do everything possible to avoid a Department of Labor (D...

Your 401k Plan’s Emotional Bank Account

Stephen Covey was an American author, educator, businessman and public speaker who passed away in 20...

Being a Plan Sponsor is all about the Process

Imagine a diet where it doesn’t matter how much weight you lost. Imagine a golf game that wasn’t...

The Partial Termination is the plan termination you don’t see

Plan terminations require a resolution to terminate and the full vesting of employer continuation fo...

Make Sure Your Plan Design isn’t inefficient

When you start fixing up the house and replacing appliances or items like the front door or the roof...

Keeping up appearances

They always say that you should never judge a book by its cover, I agree every time I look in the mi...

What’s The Right 401k Contribution Rate?

The most frequent question I receive from 401k participants is, “How much should I contribute?” ...

Beware of plan providers bearing gifts

When it comes to selecting and retaining plan providers, what you have to do as a plan sponsor is to...