Category Archives: Retirement Plans

My latest JDSupra.com article can be found here.

Now is the time that plan sponsors who are on extension to file their Form 5500 should be receiving them via email from their third party administrator (TPA). While plan sponsors just immediately file them to get it off their … Continue reading →

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

At my old law firm, there was a brilliant law firm partner. His only problem was that he had no people skills. He’d be great for research or writing, but you’d want him as far away from the client as … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

Plan sponsors aren’t the greatest keeper of plan records because as a plan fiduciary, they think they get too many reports, prospectuses, and plan documents.  It’s a lot paper to keep, but in a world of mobile storage thanks to … Continue reading →

It’s now Fall and it’s one of my least favorite time of the year because I love Spring and Summer and Fall means Winter is around the corner. For a retirement plan professional, it’s one of the best times of … Continue reading →

So as a retirement plan provider or referring one to your plan sponsor clients, concentrate on those that are competent, rather than those who have flashy websites, or vague promises that their TPA services integrate with payroll. Maybe a daily … Continue reading →