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There is room for everyone

When fee disclosure regulations were implemented, there were a few industry chicken littl...

Sometimes, a plan sponsors can’t just can’t say no thanks

When you meet retirement plan sponsors just at different networking events and they find ...

Read the plan document

Being an ERISA attorney for a couple of third-party administration (TPA) firms when I fir...

Change of scenery could be everything

For whatever reason, high school was tough for me. Maybe it was undiagnosed ADHD, or perh...

This can’t work

Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: &#...

AI will cut out jobs

Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what...

Collecting Solo 401(k) Plans is like collecting nickels

The fewer assets you have in a 401(k) plan, the less support you get. I know that since I...

You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...

Voya buys OneAmerica’s 401(k) business

The consolidation of the retirement plan business continues. Voya Financial will acqui...

BAE wins forfeiture case

BAE Systems Inc. has won a class action lawsuit about misusing 401(k) plan forfeitures. ...