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PEPs are already niche, do we need niche PEPs?

Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s not the r...

Another spot for PEPs? Solo 401(k) plans

You get what you pay for and I think a lot of sole proprietors get that with a free solo 401(k) off...

Just say you’re sorry

On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane crossed over ...

You can’t get paid more than you’re contracted to

It happened three years ago and I still can’t make sense of it. Where I come from, we call it chu...

You can still lose by winning

The news comes trickling in for 401(k) plan providers and plan sponsors beating back class action l...

Stick to what you know

Over the past 11 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’...

Don’t forget your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It was a br...

You may not be what they need right

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping drama wit...

Putting yourself as #1 is when you get into trouble

If there is one situation that I see consistently with plan providers landing in trouble, a good ch...

They will never change leadership

When I was a Vice President of a synagogue, I knew the position was hopeless because I was surround...