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Good marketing goes a long way

When I started my own law practice in April 2010, my public relations guru was able to pr...

Try to be humble

So my son loves to go to baseball card shows and when I think of my younger days when my ...

You lose clients when you don’t care

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The one in ...

Savers don’t let stock market get to them

Despite the volatile stock market, retirement saving continued to be a strong focus for d...

Fiduciaries go into business for themselves, pay $2 million in EBSA fines

Retirement plan assets are for the exclusive use of plan participants, it’s not suppose...

CARES Act Amendment Deadline extended

In Notice 2022-45 the Internal Revenue announced that qualified retirement plan...

You don’t need an IPS, but….

A lawsuit against Goldman Sachs reiterated one point that most plan sponsors and their ad...

My opinion on payroll providers

If there is one opinion that I have that is argued about many times is my two cents on th...

The thing about PEPs

January 1 will be two years of pooled employer plans (PEPs). While I know there aremany p...

Fewer participants like their plan’s digital experience

Success has many parents and failure is an orphan. In addition, everyone loves 401(k) pla...