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ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to clients,...

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state-of-th...

It doesn’t matter where your plan provider is

I’m the guy who will travel to a Target further from my home because the Target in Farmingdale is...

Confirm what the audit says

If you have a retirement plan with more than 100 participants, you probably have a plan audit (if y...

The turnover problem

I’m a big New York Giants fan and one of my least favorite players was Tiki Barber, who had an af...

The octopus plan provider and the conflict

I live in a village where school board members don’t understand how things look and the inherent ...

You’re going to have to review the automatic rollover provider

While the Department of Labor (DOL) has been focusing on missing participants, expect them to quest...

I’ll say it, don’t allow crypto in your 401(k) plan

In the movie Casino, Robert DeNiro as Sam Rothstein wanted to take on the Nevada Gaming Board after...

Make things easier, match at the end of the year

I served almost 10 years as an ERISA attorney for two third-party administration (TPAs) firms. A go...

The Costs of that Long Time, Part Time change in 2024

The biggest change with the SECURE Act is that long-term part-time employees will be eligible to pa...