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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...

Those insurance funded defined benefit plans will blow up again

One of the things I dislike the most is owner-only defined benefit plans where the minimum contribut...

Let them know

With the CARES Act and increased loan amounts and an opportunity for distributions from the early di...

Allow Coronavirus Distributions in your Plan

Your third-party administrator (TPA) might contact you, regarding the coronavirus distribution that ...

The thing about too much choice in 401(k) plans

In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too ma...