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Trader Joe’s beats back 401(k)

Trader Joe’s successfully beat back a class action lawsuit and it confirms what I have b...

Still push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at ...

Here comes the Outflows

With the CARES Act now law and most employers opting in for the COVID-19 distribution for ...

Don’t be friendly with employees

There are essentially two types of people at any company: management and the employees. I ...

The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. ...

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA...

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what h...

The new normal will be here for a while or will it?

  The problem with the Coronavirus pandemic is that for every 4 medical experts, ther...

10 Years In

LinkedIn notified me that it’s been 10 years since I started my own law practice in Apri...

Filing for 5500s for off calendar year plan extended

The Internal Revenue Service (IRS) has increased the filing and payment relief provided un...