Washington has a remarkable talent for creating programs designed to help small businesses while making them just complicated enough that the smallest businesses never actually use them. The revival of legislation aimed at expanding startup retirement plan...
Eddie Lampert’s original thesis for Sears and Kmart wasn’t crazy. In fact, on paper, it had some logic. Sears owned an extraordinary real estate portfolio—prime mall anchors and valuable land accumulated over generations. If you were a hedge fund manage...
Auto-enrollment is one of those retirement plan features that sounds wonderfully simple i...
Once upon a time, 401(k) eligibility was easy. Age 21. One year of service. Quarterly ent...
Few words in retirement plan administration should trigger more anxiety than: “We chang...
Providers love talking about technology. Modern platforms. Digital enrollment. AI tool...
Every retirement plan problem seems to follow the same script. A contribution is wrong...
When I worked for TPAs as an attorney, there were days I felt less like legal counsel and...
Plan sponsors love the idea of simplicity. One provider, one platform, one point of conta...
I had a plan provider sponsoring many of my events. It was a great relationship, the kind...
