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IRS to target excess 401(k) deferrals

When I do my own taxes and the income taxes for friends, the software I use will alert me ...

That 401(k) Conference will hit St. Pete this March

I am proud to announce That 401(k) Conference will be emanating from the confines of Tropi...

It Could Be You

Prior to starting my own law firm, I made many different employer changes over the years t...

The problem with committees

Many articles talking about good retirement plan practices will talk about the need for em...

Sure it’s the employer’s fault, but come on now

With plan administration, there are so many mistakes that can be made and most of the time...

IRS announces retirement plan limits for 2019

It’s that time of the year to prepare for next year, so the Internal Revenue Service has...

That 401(k) Conference to hit Kansas City in May

I am proud to announce That 401(k) Conference will be emanating from the confines of Kauff...

Speak up or it won’t get better

Many years ago, I was an associate at a law firm that worked with a third party administra...

The Fiduciary Rule lives on

As referenced in the episode “The Foundation” from Seinfeld, Dr. McCoy did say at the ...

The problem with Netflix

I once owned shares of Netflix and it was a profitable endeavor. I took my profits and ran...