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JDSupra
Categories
Monthly Archives: October 2020
Another MEP sued
When your plan is big enough, you will be a target of the ERISA litigators. Human resources outsourcing firm TriNet is the latest target of ERISA litigation. As a professional employer organization, TriNet provides MEPs to its clients. The TriNet … Continue reading
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UK Firm To Enter 401(K) PEP Market
Smart, a United Kingdom and global recordkeeper, has announced it will make its recordkeeping solution available for pooled employer plans (PEPs) in the U.S. next year. As you know, the Setting Every Community Up for Retirement Enhancement (SECURE) Act will … Continue reading
Posted in Retirement Plans
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Let people unsubscribe from your emails
I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. director. I know because I’ve been there and done that. I write articles, I blog, and I started … Continue reading
Posted in Retirement Plans
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It might have something to do with control
As a retirement plan provider, you meet a potential client and you just do so well in the meeting that you think there should be no way that you’re going to lose this prospect. Yet you get the call that … Continue reading
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Avoid the Walter Principle
Since I’m a big fan of business and human interactions, I’d love to throw out another management principle I’ve thought about based on my work experience working as an employee for both third-party administration firms (TPAs) and law firms. I’ve … Continue reading
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The legend in his own mind
When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day to day running of a business doesn’t … Continue reading
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The rules are the rules
While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my feelings about the law are as simple as: “the rules are the rules are the rules.” Maybe it’s … Continue reading
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The 401(k) Problems With Former Employees
My latest article on JDSupra.com can be found here.
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Like your parents, the IRS VCP program wants you to come clean
As a child, you’re usually told by your parents that they just want to hear the truth and that telling the truth is going to carry a far less punishment than if you lie and try to hide whatever bad … Continue reading
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Benchmark your providers
I had a contractor work on my house for a couple of projects. Frank installed a new front door, installed a garage, re-did the sheetrocking of a few rooms, and installed a new kitchen. We thought he was dependable and … Continue reading
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