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The whole problem with loans

When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend...

Fenway, Cheers, and the Chicken Caesar That Marked My Turning Point

A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Pa...

United Health is latest 401(k) forfeiture lawsuit

UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit...

Third Book will be Full Circle

I have written two books that many of you haven’t heard about: How to Succeed in the...

Empower to offer 401(k) private equity investments to participants

Empower recently made headlines by announcing a bold new initiative: giving defined contr...

New Book: The Circle Complete June 9th

When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a ...

Northrop Grumman is target for another Schlicter case

If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry ...

The death of the department store should clue you in about the 401(k) business

The department store has been a dying business for 50 years. That’s not hyperbole—itâ...

That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or p...

You need a change of culture to change

Businesses in the retirement plan industry don’t collapse overnight. It’s never sudde...