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The Solo 401(k) and Form 5500 trap

I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been...

Multiple plans? Pick one. TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usua...

The Fabelmans is excellent

I want to say that the first Spielberg movie I ever saw in the theater was Raiders of the...

The interesting part of the Hall of Fame debate

December and January always bring up discussions about the Hall of Fame. When I talk abou...

In 2021, people were deferring more

The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sha...

Smaller plans, at least have the PEP tool

I was interviewed recently by a 401(k)-centric website about smaller plans. When I first ...

Time to replace bad decision makers

I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at...

Be wary of people like SBF

My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX...

There is a gender gap on 401(k) deferrals

There is a gender gap with 401(k) deferrals and auto-enrollment might be the way to curb ...

Are Plan Sponsors really asking for retirement income options?

I have seen some great articles about plan sponsors and issues surrounding retirement inc...