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The friends you make

When my kids were born, I was told that we’d have no issues making friends with people ...

Cover all bases and errors for that VCP application

The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best ...

It’s your call

Unless you delegate a fiduciary function to a plan fiduciary such as an ERISA 3(16) and 3...

They have to play by the rules

When it comes to my law practice, I have an open phone call policy. I entertain phone cal...

The participant direction dilemma

The problem with offering participants direction of investments is participants themselve...

Timing is everything

Remember when there was the beanie baby craze and people would open stores that only sold...

That 401(k) Conference hits Phoenix

With a rescheduled date because of the baseball lockout. That 401(k) Conference finally h...

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Exec...

PEP vs state mandated IRAs: it’s the money

When an employer must sign up with a state-mandated IRA program and is considering that o...

Appearances do matter

I always believe that appearances are extremely important and if things just don’t look...