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autditors

Need Auditors who understand the “new way”

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an a...

millennials

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics of the past...

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of salary de...

pills

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s business because...

393217FB-944D-4027-8A13-981F5F07B2EF

Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sponsor clie...

A5DAB0E0-02FD-4E2D-A411-B558EFACAF29

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

EE5B8FF7-D085-44F7-A8BA-BF97335AA62C

They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best in the re...

bereal

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmot...

lifeexpectancy

That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate r...

2C83E50E-D543-4DDC-9D5E-F405F3475B19

It Could Be You

Prior to starting my own law firm, I made many different employer changes over the years to the poin...