PC Magazine Article

This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.At the beginning of a recent business trip, I was picked up by an elderly gentleman who was transporting me from my house to the car rental company. As is true for most sales folks... READ MORE

This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.The cash balance industry is booming right now. Plans are going in at a rate faster than the 401(k) industry. Every year more and more sponsors are shown these designs and more and... READ MORE

This article originally appeared in the Spring 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.Third party administrators are at the vanguard of assisting employers in designing 401(k) plans that improve the probability that a participant will achieve a... READ MORE

This article originally appeared in the Spring 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.The highly publicized Internet theft of confidential information from Sony Pictures last year was an object lesson in the risks of doing business in a digital world... READ MORE

This article originally appeared in the Spring 2015 issue of Plan Consultant. To view a PDF version, please click here.’Twas the weeks before Christmas, and all through the land,Trustees were worried about multiemployer plans.They wrung their hands, and shook heads to and fro,PPA would expire; zone... READ MORE

This article originally appeared in the Spring 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.ERISA requires that “[e]very fiduciary of an employee benefit plan and every person who handles funds or other property of such a plan...shall be bonded.”  The bond... READ MORE

This article originally appeared in the Winter 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.In most civil litigation, the plaintiff has the burden to prove the allegations that are alleged in the complaint. In cases alleging breach of fiduciary duty under... READ MORE

This article originally appeared in the Winter 2015 issue of Plan Consultant. To view a PDF version, please click here.A lot has changed in the benefit plan industry over the last 18 years. In particular, changes in regulations and reporting requirements and increasing complexity have made it more... READ MORE

This article originally appeared in the Fall 2014 issue of Plan Consultant. To view a PDF version, please click here.Revenue sharing arrangements between record keepers and third party administrators have been in place since the daily valuation movement first gained popularity. These arrangements... READ MORE