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ascensus

Ascensus is becoming a big time player

The first job I had was working as an ERISA attorney for a small law firm that was affiliated with a third party administrator (TPA) called CBIZ Retirement Services, Inc. Let’s just say that CBIZ wasn’t much of a moneymaker, so that block of retirement pla...

spirit

What is the Chamber smoking?

The U.S. Chamber of Commerce has published a report highlighting the negative effects the new fiduciary rule will have on retirement savers.   The report says that service fees on retirement accounts could rise by as much as 200%. It also claims that up t...

payroll

The Thing about Payroll Provider TPAs

Last week, I published on JDSupra.com my annual article regarding payroll provider third party admin...

states

States still moving ahead with auto IRA plans, but why?

Despite the fact that Congress helped kill the exemption of state run automatic IRA programs from ER...

nutritionfacts

My Problem With Target Date Funds

When it comes to consumer products and food products, we have stringent labeling requirements. Produ...

fedrule

The New Fiduciary Rule will go into effect… for now

I really need a scorecard to determine the status of the Department of Labor’s new fiduciary rule ...

profoundchange

The profound change in the end was good

If you go and read through the marketplace news on 401khelpcenter.com, you see something recurring t...

pborzi

What Phyllis Borzi got wrong

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employee Benefit...

dankravitz

Interview: Dan Kravitz, Kravitz, Inc.

Q:  When did you start in the retirement plan business? A: My father, Lou Kravitz, founded our com...

balance

IRS takes a look at Cash Balance Formulas for Funny Business

Throughout my career as an ERISA attorney, I’ve come across actuarial third party recordkeeping fi...