The Problem with 3(16)
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) services...
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) services...
When I draw up a new 401(k) plan for a client, I tend to be liberal in distribution provisions by al...
As a plan sponsor, you’re always going to run into another plan provider that is interested...
I’m a big fan of Survivor since day one. One of the more memorable seasons in the beginning was th...
The landscape for the retirement plan business has radically changed since when I first started in 1...
So often when dealing with retirement plan providers, a plan sponsor may discover that one of their ...
The best selling beer in the United States is Bud Light. Does that make it the best? If given the ch...
With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...
I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...
When I first started in the retirement plan business in 1998, I worked for a law firm that served as...