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The nuisance value

When I write about the need for plan sponsors to understand their responsibilities as pla...

In the end, it’s all about competent plan administration

While I know my discussions about payroll provider third-party administration firms (TPAs...

Clues that it’s time for a plan review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revi...

Some Answers to Questions

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...

Yes, I support TPAs

When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. M...

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political org...

Mark my words: Crypto in 401(k) is inevitable

While some providers were offering Crypto windows in 401(k) plans, I was vehemently again...

ERISA is 50

The Employee Retirement Income Security Act (ERISA) turns 50 this year and I didn’t buy...

Advisors should play nicely with other providers

What makes a good retirement plan financial advisor? Well, it takes attention to detail, ...

My Two Cents: Don’t Trust Anybody on hardship distributions

The reason I never hired an employee is because I was an employee once too. I had co-work...