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Don’t exclude bonuses from definition of compensation

Maybe it’s the Larry David in me or the fact that I never had a job where I got a bonus, but excl...

Push concerned employees to their advisors

Stock markets these days are seeing a lot of negative returns. Every day, it seems another stock in...

Cover all bases and errors for that VCP application

The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best methods fo...

It’s your call

Unless you delegate a fiduciary function to a plan fiduciary such as an ERISA 3(16) and 3(38)fiduci...

Appearances do matter

I always believe that appearances are extremely important and if things just don’t look right, th...

Get those participation agreements done

It’s been happening a lot lately: a plan sponsor with several participating employers, not realiz...

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...