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Nestle sued over 401(k) plan

Nestle is the latest target of ERISA litigators and is being sued 0ver excessive administr...

Insperity, Reliance Trust settle for $39.8 million in PEO settlement

Insperity and Reliance Trust has settled a lawsuit for $39.8 million, alleging that they b...

The Politics of ESG Investing

At the heart of everything in the 401(k) plan business, politics does play a part.   ...

Another MEP sued

When your plan is big enough, you will be a target of the ERISA litigators.   Human r...

UK Firm To Enter 401(K) PEP Market

Smart, a United Kingdom and global recordkeeper, has announced it will make its recordkeep...

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring...

It might have something to do with control

As a retirement plan provider, you meet a potential client and you just do so well in the ...

Avoid The Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ...

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to ...

The rules are the rules

While I went to law school for a law degree and stayed an extra year to get a tax LLM degr...