The Successor Plan Rule
It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and start a ne...
It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and start a ne...
I referred a client to a third-party administrator (TPA) that would be the best fit for fixing a de...
I was a first-year law student participating in moot court, just because all second-year students p...
The local school board member who posts ridiculous stuff on social media was just appointed Acting ...
If you’ve ever read anything I’ve ever written, you probably know that I talk about the experie...
As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is that you p...
It seemed like a good idea at the time, replacing Matt Hutcheson as the fiduciary of an open multip...
I live in an unincorporated village on Long Island and I’m always amused by the people who want t...
For me, one of the worst things that any business can have is a sense of complacency; I have spent ...
The busiest time as an ERISA attorney working for a third-party administrator was the end of the ye...