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The incoming PEP implosion

No one who claimed to make me rich ever did. No person who had thousands of potential cli...

Assumptions for 2024 retirement plan limits

October is the usual month that the Internal Revenue Service to come down from the mounta...

Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago...

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs an...

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a ...

IRS delays Catch-Up Contribution change

With January 1st coming down the pike, many in the retirement plan industry have issued a...

Millennium Trust rebrands

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transfo...

State plans hit a $1 billion in assets

State automatic retirement programs have finally accumulated more than $1 billion in asse...

MOVEit cyberattack is pause for concern

Not enough plan sponsors and plan providers talk about cyberattacks and they should. T...

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrato...