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Cheers: one of the greatest shows ever

With my own practice, I do have little time to watch anything. It’s usually some wrestli...

The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in ...

The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes t...

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...