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There has to be a better way than 10/15

I hate to do things last minute. I passed three different state bar exams and I never studied the day before.  So when it comes to being an ERISA attorney and/or ERISA §3(16) plan administrator for a few handfuls of 401(k) plans, I’m a little perturbed tha...

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Fidelity sued again over their 401(k) plan

  I have always been concerned about the use of proprietary funds, especially belong to mutual fund companies and their use in their own 401(k) plans because they’re ripe to be a target for a class action lawsuit.   Fidelity should know since they...

The Problem of the inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliance...

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably c...

What Were They Thinking #55 Grease 2 is not the one that you want

Mama Mia! Here We Go Again was going to be a surefire hit when it was announced. While a m...

Is University 403(b) plans the Dien Ben Phu of ERISA litigation?

Casino is an underrated movie and it had a great line on the poster that said: “no one s...

VCP Program to go paperless

I hate paper, I really do especially when I can do thing paperless by going online.  ...

What Were They Thinking #54 WWE honors a murderer

For a very long time, the WWE (World Wrestling Entertainment) had to deal with the death o...

Howard Stern isn’t really great at interviewing

I have been a fan of Howard Stern for over 35 years, going back to the days of afternoon d...

Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan need...