When it comes to your health, there are signs—little warnings your body gives you—that something might be off. You don’t ignore chest pain, blurry vision, or persistent fatigue (at least, you shouldn’t). The same is true with your company’s 401(k) p...
When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend—including with some reluctance—is a loan feature. Not because I enjoy dealing with it. On the contrary, it’s an administrative pain. But because I believe, deeply ...
About 20 years ago, there was a medical report claiming that dental plaque could cause heart diseas...
Those small employer plans like SEPs and SIMPLE-IRAs? They’re great starter tools for retirement ...
I always say that plan sponsors need a solid team: an experienced financial advisor, a competent th...
I love Las Vegas. Great restaurants, great shows, and five trips in a row without dropping a nickel...
Many moons ago, I got a call from a bank with a problem. For two decades—yes, twenty years—they...
Alright, listen—I’m stubborn. I admit it. There are just some things I don’t understand, and ...
I have experienced several bear markets as an ERISA attorney, and it’s never easy, especially...
As famously quoted in *This Is Spinal Tap*, there is a fine line between stupidity and cleverness. ...
