There has to be a better way than 10/15. In this day and age, there has to be. I hate to do things last minute. I passed three different state bar exams and I never studied the d...
Advisors can’t care about fiduciary duty and recommend bad TPAs When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to make an example of them at the Tangiers Hote...
Open MEPs will eventually rise again Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really know what’s allowed and what’s not. A mu...
There is no such thing as an Assembly Line Retirement Plan Henry T. Ford is considered the father or the pioneer of the modern day assembly line of manufacturing. His development of the Model T an...
The MEP isn’t the end all, be all I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with the idea that open MEPs where a plan...
Stop thinking of TPAs as just a price placeholder When you’re a financial advisor and working out proposals for potential plan sponsor clients, pricing is an important thing. This is the ...
The Fiduciary Rule is not dead, but extremely sleepy So many are celebrating the ruling against the Department of Labor’s (DOL’s) fiduciary rule in the Fifth Circuit without realizing what t...
Get that late 5500 Filed I used to have this recurring dream that I was back in college and it was my last semester. The dream was that there was this one class t...
New Survey Shows 401(k) Participation and Contributions Rising Plan Sponsor Council of America (PCSA) released their latest survey that showed growth in participation, contributions, Roth 401(k) plans...
Unbundled Plans Gain Ground Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (DC) plan industry. The survey has show...
