Small business plans that require no testing such as a SIMPLE IRA sound great on paper, but they create a nightmare when you want to save more for retirement as an employer. The problem is that a SIMPLE plan has to be the exclusive plan for your business f...
Memorial Sloan Kettering is probably one of the top 5 cancer hospitals in the United States. If I ever got cancer, I’d be there as a patient instead of some rinky dink local hospital (my mother would take us to the nearest doctor, no matter how bad they mig...
As an attorney, I hate dressing up. If I could wear a sports jersey to meetings, I would. One thing...
As an ERISA attorney for 26 years, I have seen a lot of strange things that plan sponsors have done...
The MTV reality series The Real World ended their opening intro with “to find out what happens…...
As a plan sponsor, you need to ensure that participant beneficiary forms are up to date. It’s not...
If you restrict eligibility from your retirement plan to a certain group of employees outside of th...
I hate moving. I’ve lived in the same house now for 19 years and I dread the idea of moving I hav...
The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor (DOL) does...
Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the h...
