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Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago...

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs an...

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a ...

IRS delays Catch-Up Contribution change

With January 1st coming down the pike, many in the retirement plan industry have issued a...

Millennium Trust rebrands

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transfo...

State plans hit a $1 billion in assets

State automatic retirement programs have finally accumulated more than $1 billion in asse...

MOVEit cyberattack is pause for concern

Not enough plan sponsors and plan providers talk about cyberattacks and they should. T...

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrato...

Goodbye Oakland

One of the mistakes I made of late with That 401(k) Conference was trying to schedule the...

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about reti...