Monthly Archives: July 2019

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in those days and the cheapest you could find at the time was around $900-$100. At the time I was buying a PC Clone … Continue reading →

As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carryover of the existing line of business. The big problem with an ancillary line of business is when that new line is … Continue reading →

Most 401(k) plans have an investment policy statement to serve as a blueprint on how and why investment options are selected and replaced in the plan. Some plans have participant education policy statements. Some also have deferral deposit statements in … Continue reading →

The last two times I was in Las Vegas, I didn’t gamble a penny. I didn’t gamble because I hate to lose. Yet I see so many plan sponsors and plan providers gamble by not correcting a glaring compliance issue … Continue reading →

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