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Stick to what you know

Over the past 13 years as a solo ERISA practitioner, I always get asked if that’s all I...

Don’t give employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee ...

Don’t ignore the fees that your clients pay

I first started paying for my own car when I got my first job as an ERISA attorney, It wa...

The snowball effect by not calling an ERISA attorney

The snowball effect is a term for a process that starts from something that is small and ...

Aon PEP hits $2 billion in assets

I joke that you will hear many announcements about pooled employer plans starting, but ve...

HUB makes another purchase

AFS 401(k) Retirement Services, LLC (AFS 401(k) Retirement Services) and AFS Financial Gr...

The Problem of Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know ...

Committee Conundrum

It sounded like a great idea at the time. An alumni association for a student organizatio...

Long Time Part Time Change will be a mess

They say change is good. Some changes are good, and some changes have growing pains. I’...

There are horror shows out there

Most errors I have seen through plan audits are typical. It’s usually late deferrals or...