Blog

01 Nov

MEPs & PEPs – Getting to Know You!

The history, structure, current status and growth potential of open MEPs and PEPs are expertly dissected in a recent Pete Swisher article in Plan Consultant magazine. Legislation to allow some form of the open multiple employer plan (MEP) is very likely to pass sooner rather than later, so it behooves all advisors and consultants to

Read More
10 Sep

Fees: Not the What, but the How.

To be sure, fees are one of the most ubiquitous topics in the retirement plan industry today. Googling some variation of “401(k)” and “fees” yields anywhere from 700,000 to over 10 million hits.  How to allocate those fees, is not as common, but it is an important issue. There is no ERISA statute governing how

Read More