close

I don’t make 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 ...

Trump issues executive order that may bring back Open MEPs

President Trump signed an executive order last week in Charlotte which directs the Department of Lab...

Beyond Impossible Vegan Burgers

I’m certainly no vegan especially with my last few years of weight again, but I’m always trying ...

IRS approves tying student loans to 401(k) employer contributions

The Internal Revenue Service (IRS) issued a private letter ruling which allowed an unnamed employer ...

Podcast coming soon

Don’t know when, don’t know where: but there will be a 401(k) podcast emanating from this site a...

Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...

What’s In It For Them?

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national E...

The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves one or tow...

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times,...