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401(k) plans add Roth, but participants aren’t

About 75% of 401(k) plans allowed employees to save money in a Roth account in 2019, but p...

Xerox hit with ERISA lawsuit

I’m old enough to remember when a photocopy and Xerox were considered the same. Xerox wa...

40% of plan participants don’t know what their fees are, most of the other 60% also have no clue

According to the Government Accountability Office (GAO), about 40% of 401(k) plan particip...

SEC Action on cybersecurity are just a harbinger of things to come

I’ve said it for a long time. It’s imperative that plan sponsors and plan providers wa...

Talk to your client

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I...

When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’...

Don’t nickel and dime your employees

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. T...

Tell them like it is

One of the big parts of my practice is assisting third-party administrators (TPAs) who can...

That 401(k) Conference comes to Vegas this January

That 401(k) Conference will make its way to Las Vegas on Friday, January 21, 2022. This ev...

Solo 401(k) plans can be a big mess

Solo 401(k) plans were a great opportunity for owner-employees to offer a plan for themsel...