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Special COVID Valuation Date creates a 401(k) lawsuit

They said it best in This Is Spinal Tap, there is a fine line between being clever and stu...

It’s all about trust

Everyone knows that I’m a huge baseball fan (these 401(k) conferences have allowed me to...

Some COVID-19 observations

1. Why do people wear masks while driving? 2. Why do people wear masks while bicycle ridin...

Clearly retirement plan providers aren’t doing enough

According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most...

There is nothing wrong with criticism

When I was at law school at American University Washington College of Law, I was the Execu...

The choice is clear

I may not remember what I ate for lunch yesterday, but I remember everyone who was ever ni...

You can’t be what you’re not

This summer will be Camp Ary as both of my kids had their camps canceled for the summer, t...

E-disclosure should lower fees too

It’s great that the Department of Labor (DOL) has finally embraced the electronic disclo...

When you need a VCP application, make sure you cover all the errors

The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best m...

The eventual effect of COVID-19 on this business

When fee disclosure regulations were promulgated in 2012, you could see the changes a mile...