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That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or p...

You need a change of culture to change

Businesses in the retirement plan industry don’t collapse overnight. It’s never sudde...

The Retirement Plan Dentist

About 20 years ago, there was a medical report claiming that dental plaque could cause he...

Maybe time to get rid of the SEP?

Those small employer plans like SEPs and SIMPLE-IRAs? They’re great starter tools for r...

That 401(k) Conference returned to KC

For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, ...

DOL offers temporary policy on transfers of small amounts to state unclaimed funds

The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which am...

Down goes Pentegra in a jury trial verdict

If you’re a 401(k) plan provider and think you can get away with charging sky-high ...

Harry Carson

My son, Jason, loves card shows. He loves meeting athletes, collecting autographs, and ev...

A law school in Free Fall: My “love letter” to WCL

So here’s a fun little story: In 1997, I graduated from American University Washington ...

Experience can mean a lot of things

I always say that plan sponsors need a solid team: an experienced financial advisor, a co...