Latest posts
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7 Step 401k Census Checklist
Something is seriously wrong with me. I’m worried. Recently, I seem to be obsessed with 401k census. This will be my second blog post in a row focusing on the almighty census. So, buckle up cause this is some exciting sh*t. No, no really…an accurate census is absolutely crucial when talking about 401k compliance and…
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Census & The Bundled 401k
It became clear to me this year in Vegas at Excel 401(k): The Advisors’ Conference that some Advisors still think that TPAs are best suited for complicated plans and bundled works just fine for the non-complicated plans. I know I am biased because I am a TPA….but hear me out. I think Advisors need to…
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401(k) Shipwreck
Email-advertisement blasts about the Safe Harbor deadline are littering my inbox. Usually these emails are accompanied by some picture of a Ship or Harbor or something equally lame and lacking creativity. The email-advertisement is intended for Plan Advisors and as a reminder for them to think of their new plan start-up prospects. The October 1st…
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