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The lesson from Steiner Sports

If you look at my office or my den, you’d think I ransacked Steiner Sports since I colle...

That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. ...

Plan enrollment/education meetings are more than just an exercise

As a 401(k) plan sponsor, you need to understand that an integral part of limiting your li...

DOL should make e-disclosures the default

It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement...

If the DOL says you should find missing participants, do it

I’m not afraid of many things, except making the deep water and the heights. I’m not a...

The hardship distribution

It’s 2019 and while the hardship rules are changing for 2020, keep in mind that hardshi...

Plan any events ahead and let the word get out

The genesis for That 401(k) Conference can be traced to two things: 1) my experience at ot...

Plan Design is a big deal

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinat...

Bill Buckner, R.I.P.

I was saddened to learn of the death of baseball great Bill Buckner from a form of dementi...

Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be ...