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Don’t waste a plan provider’s time

I started my practice almost 12 years ago and I devoted a huge part of it, to helping adv...

Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...

IRS determination letter procedure updated

Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...

Bessemer Trust Company is latest proprietary fund/ 401(k) plan sponsors defendant

When you’re a plan sponsor and you run your own proprietary mutual fund business and ha...

What makes a good TPA? Simple, service.

A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan s...

Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...

The Successor Plan Rule

It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...

If your clients are wasting their time, say sorry

I referred a client to a third-party administrator (TPA) that would be the best fit for f...

That 401(k) Conference Rocks Vegas

That 401(k) Conference was held at the New York-New York Hotel & Casino in Las Vegas ...

Supreme Court backs plan participants in big ERISA case

The Supreme Court told defined contribution sponsors Monday that they have to monitor all...