Alison Cohen

The Nonamender’s Lament: But, I Swear I Signed it!

By Alison Cohen 1/19/2021

Still living in the land of virtual meetings, Paul and Ira Buchman, owners of Buchman’s Sporting Goods, log onto the annual meeting with their financial advisor, Murray, and third party administrator (TPA) Jamie, from Stemple Pension Services. Jamie reviews the action items coming up with the group... READ MORE

I'm Late! I'm Late! For a Very Important Form 5500 Date!

By Alison Cohen 9/26/2019

Let’s start playing the Pension Geek Feud!! Top five answers on the board. Name a way that plan sponsors traditionally make mistakes and blow the Form 5500 deadline: Completely ignores communications from service vendor Doesn’t get started early enough on mandatory audit Starts audit, but... READ MORE

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Alison Cohen

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