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Sam Rosen

I don’t recall watching much Rangers hockey on television until Brooklyn got cable in 1...

Win, Lose, or Draw

As an ERISA attorney for 26 years, I have seen a lot of strange things that plan sponsors...

Investment education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) p...

The problem of PEP administration

The problem with starting college and dorming is that your roommate or suitemate might be...

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what ...

No One Cares What I Got in Latin 3

I was in school from 1976 to 1998 without a break. I always thought that if I stopped, I ...

The beneficiary form and the need for no drama

As a plan sponsor, you need to ensure that participant beneficiary forms are up to date. ...

Transamerica launches PEP with DWC

Transamerica announced the launch of DWC 401(k) Pooled Plan Solutions, featuring the expe...

Make sure those exclusions make sense

If you restrict eligibility from your retirement plan to a certain group of employees out...

Be clear

In communications with other plan providers, clients, and potential clients, you have to ...