close

Plan Design And Tax Deductions

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design...

It’s a mistake to only focus on fees

I remember as a kid that there was move to use margarine because of the cholesterol that was in butt...

You have a choice in who you hire as a plan provider

A few weeks back, I signed up my daughter with a new summer camp after she was at her previous camp ...

The 10 Biggest 401k Plan Misperceptions

Your 401k plan participants really believe some of the things outlined below!   Having worked a...

The one thing you should never throw out as Plan Sponsors

I’m always asked about how long plan sponsors keep records and there is one thing plan sponsors sh...

Refreshing a stale 401k plan

Problem Encountered We received an RFP from a manufacturing plant owned by a foreign based company. ...

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...