The Problem of Plan design
When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...
When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...
I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to change pla...
When I first started in the retirement plan business in 1998, I worked for a law firm that served a...
There are those TPA that sell financial products, there are some that sell insurance, and there are...
As Michael Corleone said in the very underrated “The Godfather Part III”, “Just when I want t...
For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to understand the ...
The fewer assets you have in a 401(k) plan, the less support you get. I know that since I have a So...
As an ERISA attorney, I always have an open phone policy with plan sponsors, financial advisors, ac...
Retirement plans with more than 100 participants with account balances require a CPA audit for thei...
I’m glad that the Sixth Circuit has joined other Federal appeals courts in stating that arbitrati...