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trump3

Why Trump Won’t Roll Back New Fiduciary Regs

There have been significant differences of opinion on whether President-elect Trump will roll back t...

beneficiaryform

It’s 10pm, do you know where your beneficiary election form is?

This seems like a question with an obvious answer, but real life turns up some interesting and costl...

money

Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When organ juice...

targetdate

Why I’m still wary of Target Date Funds

I’m an ERISA attorney and I handle my own investments, so I’m certainly no financial exp...

coverage

Coverage is always the biggest problem

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

assetfee

The TPA Asset Based Fee is a dinosaur

I have a good friend of mine that I’ve known for the last 18 years and he’s one of the m...

time

The Burdens of Time and Its Impact On Your Retirement Plan

Everyone has an inherent fear of something, something that makes them shudder every time they think ...

safeharbor

Safe harbor notices due December 1

It’s the second week of November, but it’s a friendly reminder that if you offer a safe ...

forfeitures

Forfeitures can be a compliance headache

Defined contribution plans such as 401(k) plans have a forfeiture provision if there are contributio...