IRS determination letter procedure updated
Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...
Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...
When you’re a plan sponsor and you run your own proprietary mutual fund business and ha...
A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan s...
In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...
It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...
I referred a client to a third-party administrator (TPA) that would be the best fit for f...
That 401(k) Conference was held at the New York-New York Hotel & Casino in Las Vegas ...
The Supreme Court told defined contribution sponsors Monday that they have to monitor all...
I was a first-year law student participating in moot court, just because all second-year ...
The local school board member who posts ridiculous stuff on social media was just appoint...
If you’ve ever read anything I’ve ever written, you probably know that I talk about t...
As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is ...
For the past 9 1/2 years, fee disclosure has certainly helped you as a plan sponsor to fi...
In any service industry, the quality of service and price can be far and wide. While peop...
The consolidation of the retirement plan business has not let up Smart, a British comp...
When I was a law student at American University Washington College of Law (WCL), I was a ...
It seemed like a good idea at the time, replacing Matt Hutcheson as the fiduciary of an o...
Changing third-party administrators (TPAs) isn’t fun. If you have to for it, do it. How...
Litigation isn’t fun, but there are times when you have to sue to protect your rights. ...
I like when people state the obvious, but the concept is way over their head. The Nati...