Over the 30 years of investing, I have seen nothing like my investment in bitcoin and other digital currencies. There have been swings of more than 10% a day and I’m up over 100% since first starting investing this summer. Yet, what might be great as ...
Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Participant directed 401(k) plans that are governed under ERISA §404(c) offer the plan sponsors liability protection based on a participant’s gains or losses on t...
If I got $5 for every time an advisor or other plan provider told me they had an in with an associat...
I’ve written blog posts about the problems that I see when a plan provider I know gets purchased. ...
There are two types of ERISA attorney, those that work for a plan provider and those that don’t. M...
One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. The only pr...
I have very strong opinions on the retirement plan business and that might be a reason I’m not ask...
Being an ERISA attorney for a couple of third-party administration (TPA) firms when I first started ...
If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coa...
People don’t like to be accountable for the most part. It’s just human nature to blame someone e...
