Terminate the plan before the deal
Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Plan. In an i...
Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Plan. In an i...
A long-time advisor-client called with a chuckle that both he and I were right and a partner at a l...
In England, many of the top pubs are owned by British breweries because watering holes are an effec...
When drafting new 401(k) plans for clients during the middle of the year, I like drafting them with...
It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) until the plan...
Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even when the ...
When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...
I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to change pla...
When I first started in the retirement plan business in 1998, I worked for a law firm that served a...
There are those TPA that sell financial products, there are some that sell insurance, and there are...