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Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are an effect...

by Ary Rosenbaum, That 401(k) Guy

I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have established themse...

by Gina Migliore, Priority Pension Services, Inc. (AFI)

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401(k) Plans....

by Alfred Lutfy, CPA

I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan Administra...

by Gina Migliore, Priority Pension Services, Inc. (AFI)

Retirement Plans Should Fit Like A Glove

Johnnie Cochran should have been an ERISA attorney. The man who claimed: “if it doesn’t fit, you...

by Ary Rosenbaum, That 401(k) Guy

How To Hire A 401k Investment Adviser

Employer plan sponsors often ask me which investment adviser credentials are most important to look ...

by Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

Millennial’s – The exhaustive guide to earning a million dollars while living in your parents basement and working from coffee shops

According to Pew Research, Millennials are categorized as individuals born after 1980. For simplicit...

by Andrew Rader, Financial Advisor

How 401(k) Plan Sponsors Can Improve Their Plan At Little Cost

There are many ways that a retirement plan sponsor can improve their 401(k) plan, but they usually b...

by Ary Rosenbaum, That 401(k) Guy

Open MEPs to make a Comeback?

The Senate’s Committee on Finance has approved a bill that would open the door for employers to pa...

by Ary Rosenbaum, That 401(k) Guy

There’s more to auditing 401(k) Plans than just the financials

When I was working in a CPA firm, the 3rd Party Administrators would always fight us on testing of d...

by Alfred Lutfy, CPA