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Get those participation agreements done

It’s been happening a lot lately: a plan sponsor with several participating employers, ...

ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value t...

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a s...

I wouldn’t try reading too much into the DOL crypto guidance

One of the problems with a Department of Labor (DOL) guidance, there are certain professi...

Washington University settles ERISA case

Washington University reached a settlement agreement in the lawsuit filed against them in...

It doesn’t matter where your plan provider is

I’m the guy who will travel to a Target further from my home because the Target in Farm...

Confirm what the audit says

If you have a retirement plan with more than 100 participants, you probably have a plan a...

The turnover problem

I’m a big New York Giants fan and one of my least favorite players was Tiki Barber, who...

The octopus plan provider and the conflict

I live in a village where school board members don’t understand how things look and the...

That old law firm

I think if you’ve read my work, you know my animus towards the law firm I worked at as ...