A qualified domestic relations order (“QDRO”) is a state domestic relations order that assigns to an alternate payee (such as a former spouse or a child) the right to receive all or a portion of ...

Are the rules for inherited retirement benefits too complicated? Apparently they are, judging by the number of plan administrator horror stories I hear. Here is a sample just from the last few months.

Behind every self-directed retirement plan are two critical entities: the plan administrator and the plan custodian. Each has a distinct role with its own set of functions. Every individual retirement ...

When a small business owner decides that they wish to establish a 401(k) qualified retirement plan for themselves and their employees, one of the first questions that arises is: "Who will take care of ...

One of the most persistent myths in the 401(k) universe is the idea that the third-party administrator (TPA) is the plan administrator. If I had a dollar for every time a plan sponsor insisted this ...