close

Make sure providers let you know about a data breach

I had a running joke about places I’d work where I felt the only way they’d tell you that the b...

Make Sure The Census Information is Correct

I use the expression “garbage in, garbage out” if an end of year census report is done incorrec...

I will never understand a TPA asset based fee

I’m stubborn and there are just some things I don’t understand, so hear me out. I got a call...

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership or who ser...

I’m not making money off referrals

Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle or sing in...

The DOL is here to help

I got an urgent phone call on Friday at 5 pm from a plan sponsor with a unique situation. They talk...

Participants and plan sponsors need to be on guard for the scams

A law firm partner sends an email to another partner that he’s in trouble, and that the other par...

CNN has a biased list

CNN.com had an article on the best 401(k) plan providers which I found on a Google search for 401(k...

The Retirement Plan Dentist

About 25 years ago, there was a medical report that dental plaque could cause heart disease. The cy...

The overvaluing of experience

I always say that picking a plan provider just on price is a bad idea and I will say that picking a...