Life goes fast. Feels about 10 years ago that I started as an ERISA attorney in practice and that was almost 25 years ago. It’s 2023 and before you know it, it will be 2024. It is time for you to realize that the longtime, part-time exclusion will become...
I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been using it for years. The problem is that there is so little help, that sponsors of these plans fall into a trap when they forget that there is a Form 5500 to file. It doe...
Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usua...
I want to say that the first Spielberg movie I ever saw in the theater was Raiders of the...
December and January always bring up discussions about the Hall of Fame. When I talk abou...
The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sha...
I was interviewed recently by a 401(k)-centric website about smaller plans. When I first ...
I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at...
My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX...
There is a gender gap with 401(k) deferrals and auto-enrollment might be the way to curb ...
