What financial advisors really do
One would think that the role of a retirement plan financial advisor is to pick plan inves...
One would think that the role of a retirement plan financial advisor is to pick plan inves...
ERISA §404(c), is the code section that may limit a plan sponsor’s liability in retirem...
As an ERISA attorney, I do get to talk to a lot of financial advisors and ERISA independen...
In the movie Casino, Robert De Niro’s character Lefty Rosenthal warns Joe Pesci’s char...
A friend of mine who is a financial advisor asked me about a third party administration (T...
Being an ERISA litigator isn’t as easy as one may think. For class action lawsuits, youâ...
The SECURE Act made a profound change that will affect any 401(k) plan with part time empl...
Sometimes, the house misses. MGM Resorts International has been sued by participants of it...
Advisors ask me all the time of the role of education in participant-directed 401(k) plans...
I always talk about my frustrating experience at a certain semi-prestigious Long Island la...