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AB57AB41-6080-4F32-849E-951C03EF0470

The problem with flat fee billing

When I was a law firm associate, my most painful part was filling out my timesheet. Trying to fill it out before I’d get in trouble with the powers that be was the worst part of the month. There has to be a better way to bill for a living, but the law firm s...

0421D948-4910-42CC-91A5-446EF0D3CA9E

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing businesses to offer this program if they have five or more employees. I’m in favor of anything that offers increased retirement plan coverage.   Over 40% of private...

2336537A-58DE-4088-8330-E926B67F8631

Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering firm that...

automatic_gearbox

Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I ...

20.21

$20.21, I’m not providing lunch or dinner

A good friend in the financial industry asked on Twitter for some thoughts that an in-person live co...

absolutes

It’s not 95%

Obi-Wan Kenobi once said that only Siths deal in absolutes. Having an ERISA expert saying publicly t...

dont forget

Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than all other ni...

OMB

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word that the Depa...

thecuttingedhe

ERISA litigators are always at the cutting edge

While every large 401(k) plan is a target for a class-action lawsuit over costs, I believe the years...

cybertheft

The threat of cyber theft from 401(k) accounts is real

The Matt Hutcheson and Jeff Richies of the world that steals from 401(k) plans where they are the fi...