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The thing about Lisa Gomez

When I left a semi-prestigious law firm about 12 years ago, I swore that I was going to start my own law firm. I was 38 and knew my time as an associate attorney making a good salary would be soon over when partners at law firms would end up being younger tha...

IRS launches pre-Audit pilot program

Our tax system is based on voluntary compliance and retirement plan audits conducted by the Internal Revenue Service are one tool to ensure that. The IRS has just announced a pilot program where they will send letters to plan sponsors letting them know tha...

One Digital buys another practice

OneDigital Investment Advisors has announced another purchase. OneDigital has acquired TimeScale...

HUB buys an Indiana firm

HUB International Limited (Hub) said that it has acquired the assets of CSi Advisory Serv...

Gomez nomination fails, for now

The Senate rejected President Joe Biden’s nominee for an assistant secretary post for the Dep...

ForUsAll sues DOL over crypto guidance

With Bitcoin more than 50% off its highs (boy, you should see my Coinbase account), it’s surprisi...

Inflation will increase retirement plan limits

It’s not October yet when the Internal Revenue Service will announce its retirement plan limits f...

Advisors getting respect

Rodney Dangerfield was one of my favorite comedians and his shtick was that he got no respect. Appa...

The crypto waiting game

With so much talk about crypto and 401(k), it’s pretty simple as to what plan sponsors should do:...

Striving for savings for participants is a never-ending battle

Working hard to get participants saving is a never-ending battle. Just look at Vanguard’s 20...