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furance

The Inefficient Plan Design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items...

cheapest

Picking the cheapest provider can be a breach of fiduciary

When it comes to health and fitness, you constantly hear studies about what foods fight or cause can...

scotty

You Need A Financial Advisor

I am still how often I find participant-directed 401(k) plans without a financial advisor. While I u...

Experience-teaser

Experience can mean a lot of things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

learningsomethingnew

You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial advisors, acc...

symptoms

Plan Symptoms and When It’s Time to Review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that reviews the doc...

overpay

Plan Sponsors Can’t Overpay for Plan Services

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

valuemeal

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, ...

investments

The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...

thestory

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, they...