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The thing about ultimatums

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a ...

Web access makes it easier to steal

14 years ago, I worked on a union money purchase plan. A participant claimed that their d...

Delaware latest state to add Auto IRAs

Delaware is the latest state to require employers to offer a State IRA program that doesn...

Empower sued over 457 plans

A class action lawsuit was brought forth by former 457 plan participants in run by Empowe...

Sullivan replaces Nevin at ARA

Nevin Adams, Chief Content Officer of the American Retirement Association (Ara0, has anno...

IRS announces 2023 limits

The Internal Revenue Service announced the 2023 contribution limits for retirem...

Keeping up appearances

When it comes to selecting and retaining plan providers, what you have to do as a plan sp...

Make sure your plan is efficient

When you start fixing up the house and replacing appliances or items like the front door ...

Not every attorney is an ERISA attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA fi...

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an ass...