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When you have to cut a retirement plan provider client off

I always believe that the retirement plan business is a relationship-driven business. Itâ€...

Ratings won’t last forever

When I first started out as an ERISA attorney working for a third party administrator in t...

Never lose sight that a 401(k) plan can recruit or retain employees

While plan providers tell 401(k) plan sponsors such as yourselves that you need to focus o...

Roll them out

Having employees can get a bit messy. I know that from experience, having left a position ...

Courts these days want to see something more

The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co....

National Convention in 2020?

That 401(k) Conference started in 2018 with the goal of starting regional conferences with...

Captain Marvel and the ‘90s and 401(k) plans

Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise...

A plan sponsor shouldn’t pay more than they need to

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a st...

The theater of the absurd

Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills t...

The problem with shelf space payments

“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, ...