Here you’ll find posts and commentary about issues related to record keepers, TPAs, DCIO firms and broker dealers, including personnel changes at the various firms, mergers and acquisitions, partnerships, new or revised products and services, new entrants and changes in the law or regulations related to their activities, and comments on major trends and research affecting providers.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...