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Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...

The Successor Plan Rule

It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...

If your clients are wasting their time, say sorry

I referred a client to a third-party administrator (TPA) that would be the best fit for f...

That 401(k) Conference Rocks Vegas

That 401(k) Conference was held at the New York-New York Hotel & Casino in Las Vegas ...

Supreme Court backs plan participants in big ERISA case

The Supreme Court told defined contribution sponsors Monday that they have to monitor all...

That Flinstones tie

I was a first-year law student participating in moot court, just because all second-year ...

Watch your social media posts

The local school board member who posts ridiculous stuff on social media was just appoint...

Don’t let failure or bad times define you

If you’ve ever read anything I’ve ever written, you probably know that I talk about t...

Let the TPA do their job

As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is ...

Focusing on fees, blinds you

For the past 9 1/2 years, fee disclosure has certainly helped you as a plan sponsor to fi...