Author Archives: admin

Plan Sponsor Should Avoid These Retirement Plan Provider “Con Games”

My latest JDSupra.com article can be found here.

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It’s always the Plan Sponsor’s fault

Seven years ago, I was asked to look at a $25 million 401(k) plan that was in complete disarray and I was flabbergasted because it belonged to a law firm that claimed to have an ERISA practice. There was no … Continue reading →

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Beer Distribution and the Bundled Provider TPA

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. If a business can control the method of distribution of their own products, they can expand the distribution … Continue reading →

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Plan Sponsors Should Avoid Using Their Payroll Provider as Their 401(k) TPA

My latest article for JDSupra can be found here.

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Yeah, I know, Everyone does it

I was never part of the in crowd. Look at my picture, could I ever be in the “in crowd”? I’m always the odd one out, that’s why I dressed up as the Rodney Dangerfield character, Al Czervik from Caddyshack … Continue reading →

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Advisors Advantage

My latest newsletter geared towards retirement plan professionals can be found here.

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A 401(k) Financial Advisor Shouldn’t Refer a TPA Just Because They’re Cheap

My latest JDSupra.com article can be found here.

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Some Plan Sponsors will cut their nose to spite their face

I used to spend much time trying to explain irrational behavior through rational thought and it’s really impossible. If you’re a plan provider, don’t waste your time doing that. There are some plan sponsors out there that would rather cut … Continue reading →

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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Bottom Line: This is what Retirement Plan Sponsors Need To Do

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

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