Monthly Archives: February 2018

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 multiple employer plan is a plan where unrelated employers adopt a plan and it should be treated … Continue reading

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Introducing the inaugural That 401(k) Conference

There are a lot of industry-wide 401(k) conferences that are great in the ideas of getting people together, but not so great in helping 401(k) advisors out and by nearly bankrupting those who want to sponsor the event and speak. … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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That Fiduciary Warranty Is Not Worth The Paper it’s Printed On

My latest article for JDSupra.com can be found here.

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New Survey Shows 401(k) Participation and Contributions Rising

My latest article for JDSupra.com can be found here.

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Plan Provider to make restitution for fake loans

My latest article on JDSupra.com can be found here.

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The Word On The Street On What 401(k) Plan Sponsors May Need

My latest article on JDSupra.com can be found here.

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Never leave a bad taste in the mouth of the one who brings you business

I was working with an advisor recently, who had issues with one of those third party administrators (TPAs) I warn people about. Yeah, you know the folks who do payroll as are TPAs on the side. The problem here was … Continue reading

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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 that I didn’t attend all semester and the finals were around the … Continue reading

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Hardship Provisions Will Change

As part of the budget agreement signed By President trump on February 9, some additional provisions have been added including changes to the hardship provisions for retirement plans. The legislation requires the Internal Revenue Service to change its guidance and … Continue reading

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