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Doctor Group Mergers

Problem Encountered We had a longstanding client relationship with a 12 partner Orthopedic group. As...

Should 401k Plans Offer Only Index Funds?

A number of retirement plan experts believe that 401k plan participants should only be allowed to in...

The RFP Process has to be real

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...

What Your 401k Investment Committee Should Discuss

If you are like most 401k plan sponsors, you worry about whether your 401k plan investment committee...

Don’t hire relatives as your plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

You’re Paying For That

The best third party administration (TPA) salesman I ever knew wasn’t happy with the typical GMC S...

QUALIFYING FOR PROTECTION FROM FIDUCIARY PERSONAL LIABILITY

In order to qualify for protection from Fiduciary personal liability and minimize exposure to that l...

THE MEANING OF “REASONABLE”

The Term “Reasonable” appears in several places in the world of 401(k) plans.  However, it is n...

Ask the TPA about their administrators’ training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with a...