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Another spot for PEPs? Solo 401(k) plans

You get what you pay for and I think a lot of sole proprietors get that with a free solo ...

Just say you’re sorry

On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane cro...

You can’t get paid more than you’re contracted to

It happened three years ago and I still can’t make sense of it. Where I come from, we c...

Miami set for That 401(k) Conference in June

Hopefully, COVID will eventually disappear and we can go back to a full schedule of event...

You can still lose by winning

The news comes trickling in for 401(k) plan providers and plan sponsors beating back clas...

Stick to what you know

Over the past 11 years as a solo ERISA practitioner, I always get asked if that’s all I...

Don’t forget your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, I...

DOL proposes ESG rule

The Department of Labor (DOL) finally proposed a rule that would allow plan fiduciaries t...

Spencer Haywood is the guest in Vegas

The special guest for That 401(k) Conference in Las Vegas on Friday, January 21, 2022 wil...

2022 That 401(k) Conference shaping up

We will be live in Las Vegas on Friday, January 21, 2022, at the New York-New York Hotel&...