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The reason I started on my own 13 years ago was because I bet on myself when that law fir...

My MLB Ballpark list

I have been to 26 current Major League Baseball stadiums, which means I have 4 left. I ne...

HUB creates PEP

HUB Retirement and Private Wealth today announced the launch of HUB Retirement Select 100...

Bed Bath & Beyond sued over 401(k)’s stable value fund

One of the problems of a stable value fund in a change of fund or plan termination, is th...

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginni...

Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them...

Bed Bath and Beyond employees get that dreaded market value adjustment

Stable value funds provide great returns, much better than money market accounts. There i...

There is a strike against technology savvy TPAs

I have been working as an ERISA attorney since 1998. While the laws, regulations, and tec...

Allianz settles 401(k) plan

Suing companies that have their own proprietary investments in their own 401(k) plan is l...

Here with go again with the fiduciary rule

The White House Office of Management and Budget received a Department of Labor (DOL) prop...