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...
As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...
The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement plan industr...
If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...
It’s interesting to note that we are less than six months before the allowance of Pooled Employer ...
In terms of customer service, I don’t think there is anyone worse than my home school district. Th...
I used to joke that no matter what I did, I could never make my parents happy. The same can be said ...
With COVID still in full bloom, I’m concerned over the future of national conferences. While NAPA ...
For me, one of the worst things that any business can have is a sense of complacency; I have spent t...
Years ago, I had the worst call with a prospective client in the 22 years I have been an ERISA attor...
Everyone knows that I’m a huge baseball fan (these 401(k) conferences have allowed me to travel to...