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DOL sets up new fiduciary rule for December

The Department of Labor (DOL) will propose a new fiduciary rule in December, which will se...

Keep track of former participants

When employees terminate, I feel they will immediately take a distribution from their 401(...

A majority of plan have automatic enrollment, but some work to do

  A majority of 401(k) plans supposedly have an automatic enrollment feature. This is...

Just keep an open mind and listen

  In business and in life, I think one of the worst things you can do is to not liste...

The curse of social media

  I always say that social media helped build my career as an ERISA attorney. Without...

Student loan match legislation proposed

Sen. Ron Wyden (D-OR) has reintroduced legislation that would permit 401(k), 403(b), SIMPL...

Don’t ask for trouble with plan provisions

One of my biggest tasks as an ERISA attorney is helping plan sponsors out with voluntary c...

What you can learn from the AAF

The Alliance of American Football (AAF) tries to be a spring football league that would ac...

Great service doesn’t justify over inflated fees

I’m a loyal customer and always have been. I’ve always been reluctant to change especi...