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Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and e...

Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable pr...

Get the best person for the job, period.

I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal wit...

The thing about stealing plan assets

I have been an ERISA attorney for 21 years now and the biggest thing that amazes me is whe...

Let’s be honest about teachers and their 403(b) plans

Non-ERISA 403(b) plans are the last stand for poorly run, highly expensive retirement plan...

Goldman Sachs sued for using proprietary funds in their 401(k) plan

Goldman Sachs has been sued for the alleged “unlawful” management of its compa...

Warren gets assailed by ARA for 401(k) tax

As far as an industry watchdog group, let’s just say that the American Retirement Associ...

2020 Limits Announced

I As I’m sure you heard, the Internal Revenue Service released their 2020 Cost of Limit ...

Be clear

In communications with other plan providers, clients, and potential clients, you have to b...

Correct the late deferral issue correctly

Correcting your late deferrals by depositing them and making a contribution to make up for...