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2023 Form 5500 changes announced

The 2023 Form 5500, which will be filed beginning in mid-2024, includes the following cha...

There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. Whil...

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I co...

Balances were down

The stock market went down in 2022, so no surprise, so did 401(k) account balances. Ac...

We return with a live Zoom event: That 401(k) Virtual Bunch on March 9th

The people have asked and we will comply. A new edition of That 401(k) Virtual Bunch will...

Federal court vacates DOL rollover rule

The Federal District Court for the Middle District of Florida vacated the Department of L...

Senator wants crypto option, good luck

As Bitcoin starts inching back up, I’m in the black again and expect more clamor for cr...

Hate ESG funds? Don’t offer them

The ESG rule issued by the Department of Labor (DOL) has incensed anyone who believes tha...

Fees need to be benchmarked

I had a contractor work on my house for a couple of projects. Frank installed a new front...

The Problematic Loan Provision

They often say that the road to hell is paved with good intentions. I don’t know who sa...