As discussed with purchases by Ascensus, there is further consolidation in the third party administration (TPA) business. The Retirement Advantage, Inc. (TRA), purchased Retirement Planning, Inc. (RPI), a Grand Rapids, Michigan TPA. The business is heading tow...
I treat people the way I want to be treated and I carry a grudge against the select few who didn’t treat me that well. For 7 years now, I’ve made the Managing Attorney of my old law firm as a punching bag of sorts. Sorry, Lois. I use Lois as a punching bag...
One of the things that most people forget about fee disclosure as it pertains to retirement plans is...
As I always said, change in the retirement plan business was going to spur consolidation especially ...
First of all, regardless of the differing viewpoints surrounding the DOL fiduciary rule, a few thing...
President Obama’s myRA program was put out to pasture by the Trump administration because of high ...
I was never in favor of allowing individual states running retirement plans for employers that didnâ...
When I started my own practice in 2010, some critics said I was selling fear because of issues I had...
Brown University became the 16th university sued over their two retirement plans. This class action ...
The first job I had was working as an ERISA attorney for a small law firm that was affiliated with a...
