Monthly Archives: June 2019

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinating game because every move can change the course of the game. I see sometimes plan design as similar to … Continue reading →

With the SECURE Act passed by the House and some form of legislation being expected to be passed by the Senate, the hope is that a form of open multiple employer plans will be allowed that will be treated as … Continue reading →

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Participant-directed 401(k) plans that are governed under ERISA §404(c) offer the plan sponsors liability protection based on a participant’s gains or losses on their account … Continue reading →

There has been tremendous consolidation in the retirement plan marketplace, especially in the last couple of years. It’s been that way since fee disclosure regulations were implemented in. 2012. In the past week, two third-party administrators (TPAs) that I’ve referred … Continue reading →

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