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Meet the MEPs: Grab Bag

DWC 09/11/19
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The Department of Labor’s new regulations that expand the availability of multiple employer plans cover quite a bit of ground. In previous posts, we’ve explored Association MEPs, PEO MEPs, Corporate MEPs, and working owners. Though not technically part of the regulations themselves, the Department of Labor also addresses a grab bag of questions ...
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The Importance of Due Diligence in Choosing a TPA

DWC 04/19/18
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Choosing a third-party administrator to manage your company's document design, compliance or government reporting services should be based on careful due diligence, rather than on the price of fees, DWC Managing Partner Keith Clark wrote in an article on choosing a TPA published on the Benefit News website. "If I am hiring an attorney or any ...
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Reasonableness Requirement Is Not New

Adam C. Pozek 02/24/11
An article appeared yesterday on CFO.com entitled “New 401(k) Obligations Heaped on CFOs” and it carried a tagline stating “New disclosure rules abound, but pay close attention or you could be sued by plan participants.”
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The Quest for Quality & Unconflicted Expertise

Adam C. Pozek 02/9/10
In the last few days, there have been several new media reports of professional wrongdoing. One describes a CPA suspended for preparing a false tax return. Another alleges a TPA firm provided conflicted advice when it referred clients to a CPA firm in which it held a stake. Hopefully the allegations will turn out to be false, but these situations ...
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Is Cheapest Always Best?

Adam C. Pozek 12/7/09
This was the subject of quite a lengthy debate in the 401(k) group on LinkedIn last week. By the end of the day on Friday, there were more than 40 comments. While the discussion took a few twists and turns, the primary debate was whether it is ever appropriate for a plan to pay a higher fee for a service if there is a lower-cost option available.
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

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