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It’s not about a Name

11 years ago, I knew I was going to start my national law practice dedicated to ERISA/reti...

Make sure it’s not a gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from ...

Coca-Cola MEP sued

Multiple employer plans (MEPs) have become larger targets for litigation when they achieve...

Biden administration to implement Trump Fiduciary Rule

In what I consider a surprise move, the Department of Labor (DOL) announced that it will a...

I hate the stated match

A 401(k) plan doesn’t have to be treated like the Bible or any other type of book where ...

The former employees can be a huge problem

In terms of issues over retirement plans for the past 22 years, the two most treacherous i...

Yeah, Bitcoin in 401(k) plans is a bad idea

Over the 30 years of investing, I have seen nothing like my investment in bitcoin and othe...

DOL recovered a bunch

The Department of Labor (DOL) released its 2020 enforcement fact sheet, showing the work t...

Survey shows ESG still hasn’t caught on

Despite the concerns that the Trump administration implemented Department of Labor (DOL) r...

The PPP Registration finalized

Even though Pooled Employer Plans were made effective on January 1, 2021, the Department o...