Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the government won’t audit you. The reason is that you have no control over what other people may do. The best defense isn’t a great offense. The best defense is ...
I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide something from one of our plan administrators, you should put it in the plan document file (based on a Chris Rock joke). It’s amazing how plan providers and the...
Advisors ask me all the time about the role of education in participant-directed 401(k) pl...
If I got $5 for every time an advisor or other plan provider told me they had an in with a...
The COVID pandemic and sports documentaries like ESPN’s The Last Dance has created a fer...
Only 20% of people aged 20 to 29 in the world believe they’ll achieve their full retirem...
What the Reddit group wallstreetbets did with Gamestop in a short squeeze was something qu...
I’ve written blog posts about the problems that I see when a plan provider I know gets p...
There are two types of ERISA attorney, those that work for a plan provider and those that ...
One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. T...
