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It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s s...

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation b...

Our finest hour

People will say that I often have a negative spin, regarding the retirement plan industry...

That 401(k) Conference came back live to St. Louis

That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...

Just some of these things to juice your plan while it’s being restated

Between now and July 2022, your 401(k) plan will be going through a mandatory restatement....

Make it easy for plan participants to understand

Less is more, I believe that. As an attorney in an occupation where most attorneys charge ...

Plan committees have to meet

I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury...

Townsend joins DOL

Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and f...

DOL has always dropped the ball on disclosure

The Government Accountability Office (GAO) has found that 45% of plan participants are not...