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In the end, there can be only a few PEPs

The original Highlander is kind of a silly movie, with the tagline “there can be only on...

You don’t know unless you ask the IRS

A few months back, I was working with a 401(k) plan sponsor on a big Voluntary Compliance ...

Yeah, I got into the NFT business

NFTs or non-fungible tokens is an interesting development where people can buy digital art...

Kimberly-Clark, the latest big 401(k) lawsuit

Kimberly-Clark Corp. is the latest defendant in a proposed class action Employee Retiremen...

Three events rescheduled for 2021

Three of our live events that were delayed because of the COVID pandemic have been resched...

When the IRS talks, it’s time to listen

When the Internal Revenue Service develops a laundry list of the things that they will foc...

The problem with Solo 401(k) plans

Solo 401(k) plans are a great benefit for sole proprietors. I know, I have one. The proble...

DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advi...

DOL provides cybersecurity guidance

The Department of Labor (DOL) has issued guidance for plan sponsors and plan providers tha...

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third par...