Monthly Archives: February 2025

Tell your TPA the whole story

Posted on February 6, 2025 by admin

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, they’re not a mind reader. So when it comes to providing information to your TPA, you need to level with them. If you don’t … Continue reading →

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You don’t have as much leverage as you think

Posted on February 6, 2025 by admin

As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we terminated was trying to hold us up for valuations and a Form 5500 we paid for, as part of, annual administration. It was $80,000. We … Continue reading →

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I got no sympathy for employees who do bad

Posted on February 6, 2025 by admin

Friday, I was supposed to attend the New York Comic Con for a special session since I had a wholesale account with the leading comic book distributor. I’m sure the breakfast would have had some free giveaways and I was … Continue reading →

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