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DOL unveils Model VFCP Model Participant Notice

The Department of Labor (DOL) has issued a model notice for applicants to the Voluntary F...

Merit buys Sanctuary Wealth

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced ...

The whole job offer fiasco

I have been an ERISA attorney since 1998. More than half my career now has been in my pra...

Don’t make the interview process a living hell

A friend of mine is interviewing for a new job. What was supposed to be one interview has...

BlackRock Lifepath lawsuits were a dud

I knew early from my law school days that I had zero interest in litigation. It was proba...

Be open and honest

Someone from my past was in a new line of work and I wanted to help them out. They were p...

The multiple loan problem

As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k)...

What all good 401(k) plans have

There are so many articles for plan sponsors (I’ve written quite a few) where they go o...

TIAA ranked as top recordkeeper website

A new report by research consultant Corporate Insight (CI) highlights that TIAA, Fidelity...

Will Hardships go up in 2025? Time will tell

A rising number of plan participants are making early 401(k) hardship withdrawals. A repo...