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ford

Death Doesn’t Make Them Great

I’ll probably sound like a jerk for saying this, but the Larry David inside of me wants to mak...

lord

The Fiduciary Rule isn’t the 11th Plague, you can predict that

I’ve heard so many negative things about the impact that the fiduciary rule will have on the retir...

planbooks

It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspect is sendi...

binderscircle

Furnish those documents to Plan Participants or Pay Through The Nose

Plan sponsors should understand that under ERISA, plan participants are entitled to certain disclosu...

safeharbor

Safe harbor notices due December 1

It’s the second week of November, but it’s a friendly reminder that if you offer a safe ...

forfeitures

Forfeitures can be a compliance headache

Defined contribution plans such as 401(k) plans have a forfeiture provision if there are contributio...

payroll

My opinion on Payroll Provider TPAs

If there is one opinion that I have that is argued about many times is my two cents in the use of th...

sherifitts

Interview: Sheri Fitts, ShoeFitts Marketing

I’ve always said that marketing is one of the things out there that can help retirement plan provi...

indexchart

All points lead to more index funds in 401(k) plans

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index funds in 401(k...

from5500

DOL Issues Form 2016 5500 and Increases Penalties

I believe that one of the great breakthroughs over the past few years has been the mandatory e-filin...