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appearances

The problem with plan provider appearances

My local school board is run by a clique who see nothing wrong that some of their children got hired by the school district, hiring decisions approved by the board (minus the parent who abstains). The board and their minions will tell you that there is nothing...

sites2020

Sites for 2020?

It’s August and the 2020 Major League Baseball Schedule is up. That means one thing: we’re plotting some venues for the first half of 2020 for That 401(k) Conference.   Of course, the first event will be That 401(k) National Conference, emanating from...

skim

Contractor pleads guilty to TPA skimming operation

I always say that you have better chances not getting caught by robbing a bank than you do by steali...

cdmoney

It’s legal until it’s not

Shelf space payments where mutual fund companies pay to get access on a particular 401(k) custodial ...

C1E8AD54-729E-45DE-9888-DEC11DBEBEA1

DOL Final MEP Rule: Again, Much About Nothing

In news that was far from earth-shattering, The Department of Labor (DOL) announced a final rule tod...

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That 401(k) National Conference, you won’t feel you got burned

That 401(k) National Conference, you won’t feel you got burned by Ary Rosenbaum   When I firs...

6D1558C3-4FEA-4A9D-B65B-51F5B33CC779

That 401(k) Conference returns to the NY Metro area

It started June 2018 at CitiField, so it only feels right to bring it back home, almost. That 401(k)...

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Acosta resigns, so what?

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controvers...

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Introducing That HR Association

You’ve seen the logo for many of That 401(k) Conferences as a conference sponsor, but you don’t ...

5A30416A-6DB3-441E-A718-AD6B4FE06FAF

Can we do better with automatic rollover IRAs? Yes.

I call myself the “most dangerous ERISA attorney in America” because I’m not afraid to express...