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Cut through the fiduciary advertising and make sure you get what you were promised

Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So ...

Keep track of former participants

When employees terminate, I feel they will immediately take a distribution from their 401(k) plan or...

Don’t ask for trouble with plan provisions

One of my biggest tasks as an ERISA attorney is helping plan sponsors out with voluntary compliance ...

The things about awards

You will hear about how certain retirement plan providers have won awards. Awards are impressive, bu...

The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the ho...

Focus that a 401(k) is a benefit

I think the one thing that 401(k) plan sponsors really forget is that the plan is an employee benefi...

Make sure you can actually sponsor that plan

It’s an odd mistake, but this is the third time I’ve had to handle it in the last 10 years: repr...

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it better than In-...

Roll them out

Having employees can get a bit messy. I know that from experience, having left a position or two tha...

YOU’RE NEVER TOO OLD TO BE A THIEF!

On February 26, 2019, a seemingly frail 70-year old elderly man was wheeled into a Federal Courthous...