Tag: Less Risk

When referring to 401(k) audits, most plan sponsors understand the basic concepts of the annual audit attached to the IRS Form 5500 for plans greater than 100 participants. The auditor is onsite for a couple of weeks and gathers the needed information pertaining to the financials of the plan. But what happens when the government […]

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Even though dentists, lawyers, accountants, doctors, consultants, and engineers all provide professional services, they are actually quite different. They think differently, they work differently, and they generally have different preferences. One thing that we have learned over the last few years is that a traditional 401(k) doesn’t typically meet the needs and expectations of these […]

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Have you ever walked out of an attorney’s office feeling like you just received great service at a great price? With a background in legal consulting, I can confidently say that there are not very many law firms that offer a high-service model at a discount. That’s because it isn’t easy to do. Think about […]

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