Filing that late 5500 can be a weapon of mass destruction
Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even...
Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even...
When you start fixing up the house (for me, a never-ending battle) and replacing applianc...
I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to ...
When I first started in the retirement plan business in 1998, I worked for a law firm tha...
There are those TPA that sell financial products, there are some that sell insurance, and...
As Michael Corleone said in the very underrated “The Godfather Part III”, “Just whe...
When I was at law school at American University Washington College of Law, I was the Exec...
The uniqueness of the §3(38) proposition is that the §3(38) fiduciary has discretionary...
As discussed so many times in the past, I went to that crappy law firm and thought I coul...
For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to under...
A buddy of mine has been out of work for over a year. He’s a plan administrator who wor...
When fee disclosure regulations were implemented, there were a few industry chicken littl...
When you meet retirement plan sponsors just at different networking events and they find ...
Being an ERISA attorney for a couple of third-party administration (TPA) firms when I fir...
For whatever reason, high school was tough for me. Maybe it was undiagnosed ADHD, or perh...
Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: ...
Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what...
The fewer assets you have in a 401(k) plan, the less support you get. I know that since I...
As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...
The consolidation of the retirement plan business continues. Voya Financial will acqui...