Bill proposed to waive early withdrawal penalty for fraud
Last week, Rep. Haley Stevens (D-MI) introduced legislation aimed at waiving early withdr...
For 2025, our National Conference will be virtual again. On Thursday and Friday, January, 30-31, 2025, from 11am to 5 pm, we will host a national virtual event.
Last week, Rep. Haley Stevens (D-MI) introduced legislation aimed at waiving early withdr...
The Department of Labor (DOL) has issued a model notice for applicants to the Voluntary F...
Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced ...
I have been an ERISA attorney since 1998. More than half my career now has been in my pra...
A friend of mine is interviewing for a new job. What was supposed to be one interview has...
I knew early from my law school days that I had zero interest in litigation. It was proba...
Someone from my past was in a new line of work and I wanted to help them out. They were p...
As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k)...
There are so many articles for plan sponsors (I’ve written quite a few) where they go o...
A new report by research consultant Corporate Insight (CI) highlights that TIAA, Fidelity...
A rising number of plan participants are making early 401(k) hardship withdrawals. A repo...
When I was younger, my family didn’t take many vacations because we were a one income f...
ERISA requires disclosure of certain plan documents to participants including a summary p...
I’ve been in the retirement plan business for 26 years and I’ve been through a few re...
The U.S. District Court for the Northern District of California has decided not to dismis...
The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finis...
Former Angels pitcher and current Angels broadcaster Mark Langston will be the guest for ...
The Senate approved President Trump’s nominee to be the next Secretary of Labor. Lor...
One of my favorite Yiddish words is “schnorrer.” While it means beggar or spo...
I believe that plan providers who promised they will make me wealthy have consistently fa...
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