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Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When o...

Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to ...

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were ...

Wells Fargo sued over their proprietary target date funds

Thanks to litigation, we will probably see one day where a mutual fund company will no lon...

Be Humble

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

Why I’m still wary of Target Date Funds

I’m an ERISA attorney and I handle my own investments, so I’m certainly no fin...

Good marketing goes a long way

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

Book Review: Jeff Gordon: His Dream, Drive, and Destiny

As a Jewish kid growing up from Brooklyn, I certainly didn’t get into NASCAR. It rem...

Interview: Louis Harvey, Dalbar

I believe when it comes to retirement plan sponsors and plan providers, information and ed...

Coverage is always the biggest problem

When you look at the problems of retirement plans, one that gets short shrift is coverage ...