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Per ahead charges are eye popping in MEP case

National Rural Electric Cooperative Association (NRECA) is a national service organization that represents more than 1,000 rural electric cooperatives around the United States. NRECA sponsors a 401(k) multiple employer plan (MEP) and is a target of a class-act...

23189683-658D-45ED-A03E-A16A273A9E47

SECURE Act makes those late 5500s more costly

One aspect of the SECURE Act that many commentators failure to note is that it’s mor expensive to file a late Form 5500.   The Internal Revenue Service (IRS) penalty before the SECURE Act was $25 a day, up to a maximum penalty of $15,000 per plan year. ...

F52150A9-B126-4A27-A9A2-86DA5AD67B38

Delaware hammers a 403(b) Provider

  The non-ERISA §403(b) space is the last bastion of high, hidden costs in retirement plans. T...

4FA3D9B6-59A2-4404-8412-913523067460

Agenda shaping up for That 401(k) National Conference

With less than 2 months away, the agenda for That 401(k) National Conference is shaping up.   T...

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Goose Gossage to appear at That 401(k) National Conference

Hall of Fame reliever Rich “Goose” Gossage will be a special guest at That 401(k) National Confe...

longtimeago

The problem of a recordkeeping asset-based fee

A long time in a galaxy, far far away (the time before fee disclosure regulations), I talked to the ...

traderjoe

Trader Joe’s sued over their 401(k)

Two former employees of Trader Joe’s have sued the company alleging breaches of fiduciary duty...

rmd2

RMD change points to a new normal

The required minimum distribution rule for both qualified plans and individual retirement accounts i...

mandt

M&T Settlement shows the problem of using proprietary funds

Plan sponsors with their proprietary funds have a unique problem. Using proprietary funds will lead ...

trmpy

SECURE Act maybe passed by the time you read this

The SECURE Act that would reopen the idea of open multiple employer plans (MEPs) might be passed by ...