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Sometimes, you have to quit

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, y...

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing b...

I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PE...

Senators propose COVID related catch-up

Several Republican senators have introduced legislation that would allow plan participants...

Check the provider’s credentials

After Hurricane Sandy decimated my house with five feet of water downstairs, I needed to r...

Being aggressive could be a bad idea

Many years ago, I was contacted by a bank that had an issue. For 20 years, they didn’t i...

The problem with flat fee billing

When I was a law firm associate, my most painful part was filling out my timesheet. Trying...

Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement pl...

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing b...

Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering...