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Paycor and Ubiquity team up

Under a deal, Paycor will refer small businesses and startups to Ubiquity Retirement + Sa...

That 401(k) Conference hits Miami

On June 24, That 401(k) Conference was held at loanDepot Park in Miami, home of the Marli...

Olin wins ERISA case

Olin Corp has won their ERISA case brought against them in the U.S. District Court for th...

It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA...

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few ti...

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, a...

The term fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wi...

The thing about Lisa Gomez

When I left a semi-prestigious law firm about 12 years ago, I swore that I was going to s...

IRS launches pre-Audit pilot program

Our tax system is based on voluntary compliance and retirement plan audits conducted by t...

One Digital buys another practice

OneDigital Investment Advisors has announced another purchase. OneDigital has acquired...