Monthly Archives: December 2010

No Retirement Plan Dabblers Needed

Posted on December 1, 2010 by admin

Like brain surgery, there should be no dabblers in retirement plans. Whether it’s an attorney, financial advisor, insurance agent, or recordkeeping firm, you have to be an expert, partner with an expert, or just leave the business. With such difficult rules … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 5 Comments

One Fall To A TPA’s Finish

Posted on December 1, 2010 by admin

Two men built a third party administration (TPA) practice from the ground up to one of New York’s largest, unbundled, TPAs. It was built on hidden fees, fake audits, and poor administration. This is the story of the life and … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 1 Comment