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The problem with attendance

I was invited to speak at a statewide conference on pooled employer plans. It was the fir...

When can you expect me to write about SECURE 2.0?

As a sole proprietor, time is limited. As far as drafting articles about legislation, I j...

I get what Fidelity is trying to do

People are scratching their heads, the Department of Labor (DOL) had grave concerns over ...

DOL has grave concern over Fidelity bitcoin decision

The Department of Labor criticized Fidelity Investments’ plan to allow investors to put...

Fidelity to offer crypto window in 401(k) plans

Fidelity Investments will allow investors to put bitcoin (BTC) into their 401(k) retireme...

LinkedIn isn’t a dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in g...

Get those participation agreements done

It’s been happening a lot lately: a plan sponsor with several participating employers, ...

ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value t...

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a s...

I wouldn’t try reading too much into the DOL crypto guidance

One of the problems with a Department of Labor (DOL) guidance, there are certain professi...