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Proof Again That Small Plans and Their Fiduciaries Can Get Sued

I’ve heard of for years on how small 401(k) plans and their plan fiduciaries don’t get...

Trump makes his DOL pick

President-elect Donald Trump has formally named Andy Puzder as his choice to be the next S...

The 2016 baseball card box that will set you back $23,000

When I was in high school, I remember going with my friend Gary Liebowitz tracking down th...

The worst sports viewing experience of all

There are very few teams I hate, any team from Philadelphia and the New York Islanders. Ac...

The Problem with SEPs and Simples

On of the fallouts with the new fiduciary rule is how broker-dealers deal with SEP-IRAs an...

Top 10 401k Trends For 2017

Competition for qualified employees is becoming intense. As a result, firms that you compe...

They’re not your Clients if they don’t pay you

A few years back, I had this great third party administration (TPA) client. They were my f...

The Luck of the Draw

As an ERISA attorney for 18 years, I have seen a lot of strange things that plan sponsor h...

Interview: Dan Venturi, 401(k) Reboot

The retirement plan industry has been undergoing a tremendous amount of change over the pa...

Robo-Advisors, Technology, and Older Participants

In that forgettable yet memorable year as a synagogue Vice President, I had to deal with a...