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Plan Sponsors have Tp Keep Track of All Plan Amendments

I didn’t have such a great time at law school because I felt the administration and much of the fa...

DENIAL … A NICE PLACE TO VISIT BUT YOU CAN’T LIVE THERE

Our daily life is full of challenges.  Some challenges will be awesome.  Others will be good.  Bu...

Get that late 5500 filed

  I used to have this recurring dream that I was back in college and it was my last semester. T...

The one list of TPAs that plan sponsors should ignore

What’s the best hamburger out there? There is a burger fad out there with so many expanding chain ...

Plan sponsors need to Google Their TPA’s Principals

I believe in the idea of redemption, that people who make mistakes can atone for them. Maybe that ex...

To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by the Federal ...

HEY PLAN SPONSOR….. IN CASE YOU DIDN’T KNOW, YOU’RE A FIDUCIARY!

There’s been some great articles published recently about the “lack of fiduciary awareness” am...

Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. Tha...

Plans should get rid of those forfeitures

Forfeitures that occur when people terminate service from retirement plans is usually a problem when...

The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know there are q...