close

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...

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...

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...

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...

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...

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...

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...

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...

Tell your TPA what you’ve got

As a plan sponsor, you really need to let your third party administrator (TPA) what you have in term...