Monthly Archives: August 2022

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths and the fact that there was no uniformity as it pertained to what should be in a 2025 fund or any fund … Continue reading

Posted in Retirement Plans | Leave a comment

Sometimes, you have to fire yourself

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your parents would always tell you that it’s just not OK to quit on a whim. As a retirement plan provider, there are certain times where … Continue reading

Posted in Retirement Plans | Leave a comment

Check those credentials

Whenever I hear about someone getting caught lying about their resume or credentials, I am always astounded. I don’t know why people lie about college degrees they didn’t receive or credentials they didn’t achieve, but I guess the fact is … Continue reading

Posted in Retirement Plans | Leave a comment

The late 5500 needs that DFVCP application

With the initial 5500 deadline coming and going and October 15th around the corner, it makes sense for you to realize what happens if you fail to file our Form 5500 on time, with or without an extension. You might … Continue reading

Posted in Retirement Plans | Leave a comment

Consider a cybersecurity policy and procedure

With the Department of Labor (DOL) focusing on cybersecurity, I think it’s prudent for plan sponsors to put policies in place to cover it. On a DOL audit, I’m sure the auditor investigating your plan, will ask for it. What … Continue reading

Posted in Retirement Plans | Leave a comment

Advisors Advantage

My latest newsletter for retirement plan providers can be found here.

Posted in Retirement Plans | Leave a comment

What 401(k) Plan Sponsors Should Do When The Markets Go South

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

Posted in Retirement Plans | Leave a comment

Mistakes That 401(k) Plan Providers Can Avoid Today

My latest article can be found here.

Posted in Retirement Plans | Leave a comment

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

Posted in Retirement Plans | Leave a comment