Cutting Edge is usually Over The Edge
After 23 years in the retirement plan business, one thing that stands out is that plan pro...
After 23 years in the retirement plan business, one thing that stands out is that plan pro...
With the market up, it makes sense that self-directed brokerage accounts in defined contri...
About 75% of 401(k) plans allowed employees to save money in a Roth account in 2019, but p...
I’m old enough to remember when a photocopy and Xerox were considered the same. Xerox wa...
According to the Government Accountability Office (GAO), about 40% of 401(k) plan particip...
I’ve said it for a long time. It’s imperative that plan sponsors and plan providers wa...
I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I...
I’ve gone back into collecting sports cards because I need hobbies these days since I’...
As I’ve stated before, I wouldn’t hire employees because I was an employee once too. T...
One of the big parts of my practice is assisting third-party administrators (TPAs) who can...