Monthly Archives: June 2021

When a plan terminates and distributes all its assets or merges all its assets into another plan, you need to understand that a Final Form 5500 needs to be completed. Otherwise, you will get notified by the Internal Revenue Service … Continue reading →

Part of my job is fixing errors made by plan sponsors and their plan providers. Despite what the top payroll providers who also serve as third-party administrators (TPA) may say, a good part of that job is fixing the errors … Continue reading →

I work from home, it’s 11 years now. You can say that I was ahead of the game with the COVID pandemic. As the pandemic nears its end, the business will get back to normal. The problem is that with … Continue reading →

I first started paying for my car when I got my first job as an ERISA attorney, It was a brand new 1998 Toyota Camry. I was looking for car insurance and the best rate was through an insurance company that my … Continue reading →

In the 30 plus years of investing, investing in cryptocurrency has been a wild ride. Mostly ups, but lots of downs. What makes sense as a small portion of investments that I’m willing to lose makes no sense as a … Continue reading →

When there is a plan restatement process, every retirement plan document provider adds some tweaks and removes some tweaks from their plan document. For the Cycle 3 restatement process, I’ve noticed that most plan documents have removed the separate bonus … Continue reading →

In the 30 years that I’ve been an investor, I’ve always strived for the best performance, that’s me. Other people may want to strive for performance, but make a difference and I think they should have that right. So do … Continue reading →

T. Rowe Price has announced plans to transfer responsibility for its retirement technology development and core operations to FIS National Information Services. T. Rowe Price said it was expanding its 30-year relationship with FIS, leveraging FIS’ scale and extensive experience … Continue reading →

I have spent 11 years on my own in a solo ERISA practice and if you read anything since that time I started on my own, you will know that I still have a chip on my shoulder for the … Continue reading →

When it comes to business, I always say that. you should stay in. your lane and that’s why. I won’t. be offering a third-party administration service anytime soon. One of the many things that annoy about Facebook is the non-lawyers … Continue reading →