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PEP c omics

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...

grudge

Don’t let grudges get in the way of doing right

I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor asked abo...

doyourrjob

You still need to do your job

Our world has been turned upside down by COVID. Even with me, I had to put all my live conferences o...

kirk

Avoid the No-Win Situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Trek II: Wrat...

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Check credentials

Whenever I hear about someone getting caught with lying about their resume or credentials, I am alwa...

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It Might Be You

Before starting my law firm, I had made many different employer changes over the years to the point ...

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Sometimes, you have to quit

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your parent...

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I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...

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Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement plan industr...

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Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...