Monthly Archives: October 2014

Lies That Prospective Retirement Plan Providers May Tell You

My latest JDSupra.com article can be found here.

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Read the 5500 before E-Filing It.

Now is the time that plan sponsors who are on extension to file their Form 5500 should be receiving them via email from their third party administrator (TPA). While plan sponsors just immediately file them to get it off their … Continue reading

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Advisors Advantage

My latest newsletter geared towards retirement plan professionals can be found here.

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Dumb Mistakes that 401(k) Financial Advisors Should Avoid

My latest JDSupra.com article can be found here.

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