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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...

Communication with Plan Providers is Key

I get along with people for the most part because I make the effort. It’s also a lot easier to fun...

Confirm what the auditor says

If you have a retirement plan with more than 100 participants, you probably have a plan audit (if yo...