Category Archives: Retirement Plans

As a crypto investor who is trying to drive down my average cost through dollar cost averaging, the increase in Bitcoin’s price of late, has helped. On the downside, it will increase the interest as an investment in the 401(k) … Continue reading →

Ascensus announced that Kasey Price, Ascensus’ head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022. Price was a founding partner and CEO of Georgia-based Retirement Strategies, Inc. (RSI), a third-party administrator before … Continue reading →

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

My latest newsletter can be found here.

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

Having been in the retirement plan business for the last 24 years, I have learned something new almost every day and I’ve seen a lot of things that I could never believe I would see when I was an L.LM … Continue reading →

Having been in the retirement plan business for the last 24 years, I have learned something new almost every day and I’ve seen a lot of things that I could never believe I would see when I was an L.LM … Continue reading →

A friend of mine and I were talking about a financial advisor that we knew that had a tremendous and respectable book of 401(k) business and how he actually uses a payroll provider for the third party administrator (TPA) for … Continue reading →

Retirement plans with more than 100 participants (I won’t mention the 80/120 rule) have a requirement to get an independent audit for their Form 5500 filing. The failure to obtain an independent filing is the same consequence of making no … Continue reading →

I have some simple rules to live by. I never bet on the Mets, eat Olive Garden or Red Lobster, or do business with family. Those things never end well. Yet I have come across so many financial advisors who … Continue reading →