The first job I had was working as an ERISA attorney for a small law firm that was affiliated with a third party administrator (TPA) called CBIZ Retirement Services, Inc. Let’s just say that CBIZ wasn’t much of a moneymaker, so that block of retirement pla...
The U.S. Chamber of Commerce has published a report highlighting the negative effects the new fiduciary rule will have on retirement savers. The report says that service fees on retirement accounts could rise by as much as 200%. It also claims that up t...
Last week, I published on JDSupra.com my annual article regarding payroll provider third party admin...
Despite the fact that Congress helped kill the exemption of state run automatic IRA programs from ER...
When it comes to consumer products and food products, we have stringent labeling requirements. Produ...
I really need a scorecard to determine the status of the Department of Labor’s new fiduciary rule ...
If you go and read through the marketplace news on 401khelpcenter.com, you see something recurring t...
It’s been about 4 months since Phyllis Borzi left her position as the head of the Employee Benefit...
Q: When did you start in the retirement plan business? A: My father, Lou Kravitz, founded our com...
Throughout my career as an ERISA attorney, I’ve come across actuarial third party recordkeeping fi...
