News & Analysis as of

Benefit Plan Sponsors Financial Restatements

Beware of those plan document restatement requests

by Ary Rosenbaum on

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be restated to comply with current law. While it’s a great thing for ERISA attorneys and third-party administrators, it’s not so...more

Advisors Advantage - February 2016

by Ary Rosenbaum on

Avoiding The “Bumps” Of Being A Retirement Plan Provider - I’m a big fan of business history and every successful company that has ever been founded has had a few bumps along the way. For example, Apple almost went out...more

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