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coverage

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that is one of the pillars of qualified plans needed to be fulfilled to be a qualified plan. It’s a forgotten rule of compliance that can always end up leading to p...

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IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will tell us what their priorities on, so we will know what they will concentrate on. It’s best as a retirement plan provider to see when it’s coming.   Their...

foxconf

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of the New Engl...

jdi

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...

we

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from...

memories

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because I...

tra2

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced the acquis...

charts

A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciary issues, ...

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That 401(k) Conference in Cleveland Rocks

That 401(k) Conference hit Cleveland on September 20th at Progressive Field, home of the Indians. &n...

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The future in litigation might be an arbitration provision

The fascinating part of ERISA litigations is the changing law and viewpoints. To combat the rising t...