Author Archives: admin

One of the biggest consolidators in the third-party administration (TPA) business has found itself being acquired. Funds managed by Stone Point Capital, along with GIC, Singapore’s sovereign wealth fund, have entered into an agreement to purchase Ascensus from its current … Continue reading →

The Internal Revenue Service (IRS) released some new guidance on the temporary partial plan termination rules thanks to COVID under the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the Act). Usually, there is a presumption that a partial … Continue reading →

We still have a retirement crisis in this country as people don’t have enough retirement savings and so many people don’t have access to a retirement plan at work. The Georgetown University Center for Retirement Initiatives estimates there are 57 … Continue reading →

Whether it’s a single employer plan, a multiple employer plan (MEP), a pooled employer plan (PEP), or a plan provider, they can always be a target for ERISA litigation. What makes a target? Size. ERISA litigators need to eat and … Continue reading →

When it comes to COVID, I had one major phobia and that was getting my hair cut. My ENT doctor understood my fear, too close of proximity and for a prolonged time. I also didn’t like how my hair looked … Continue reading →

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

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

If you know about a thing or two about plan administration, you know about the top-heavy rules. The top-heavy rules generally ensure that the lower-paid employees receive a minimum benefit if the plan is top-heavy. A plan is top-heavy when, … Continue reading →

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 →

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 →