Every single day, I get a text that someone is trying to hack into my Coinbase account. I don’t even need coffee anymore, the scam alerts are my morning jolt. If it’s not Coinbase, it’s an email claiming my law firm’s “HR department” has urgent do...
One of the biggest problems I see when new clients hire me is that they never bothered to review the provider contracts they signed years ago. It’s human nature — you’re excited to get the plan up and running, the provider drops a thick contract in fron...
Years ago, back in law school, I was the Executive Editor of the student news magazine. It wasn’t...
In the retirement plan business, I’ve watched too many plan providers obsess over competitors—w...
You can cut corners in business. You can play fast and loose with your vendor contracts. You can ev...
Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit?...
Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting questions....
If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need to avoid ...
Every once in a while, the data tells a story that plan sponsors should actually feel good about. V...
Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent class-action l...
