Monthly Archives: June 2018

How Plan Sponsors Can Have A Good 401(k) Plan After The Long Run

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

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Tell your TPA what you’ve got

As a plan sponsor, you really need to let your third party administrator (TPA) what you have in terms of retirement plans and interrelated businesses. Correct compliance testing is dependent on the TPA getting all the information you need.  I’ll … Continue reading

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Learn to say no

I always believe that regardless of whether it’s business or in regular day-to-day life, that you can’t be everything for everybody. Being honest with that is only half the battle. A lot of times, I met folks who are interested … Continue reading

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