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national this month

That 401(k) National Virtual Conference is this January

Zoom will be the place to be for That 401(k) National Virtual Conference on Thursday-Friday, January 21-22, 2021. For just $33.33, you can join me, Walt Frazier, Dwight Gooden, the Retireholi(k)s, Congressman Jamin Raskin, and so much more.   Two days, tw...

403b

Bill to expand MEPs to 403(b) plans introduced

I rarely talk about legislation because so many bills over the years get proposed with zero action by Congress. It took more than 4 years for Roth 401(k) plans to be a thing. However, I want to take time to talk about something near to my heart.   The Imp...

paychex

Paychex creates its own PEP

Paychex created its own pooled employer plan (PEP). Mesirow Financial will serve as the 3(38) invest...

retirementsavings

2019 showed record retirement plan savings

The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a great year for retiremen...

pooled employer plan

That 401(k) Pooled Employer Plan coming soon

As an ERISA attorney, I work on pooled employer plans for plan providers and I work on my owned pool...

proxy

DOL drops proxy rule

Retirement plan fiduciaries will be barred from casting corporate-shareholder proxy votes in favor o...

counting hours

It’s time to start counting hours for 2024

The SECURE Act introduced the concept of a “long-term, part-time employee.” Starting in ...

COVID virus

Only 10% of employers have cut or suspended their match

A new survey from Willis Towers Watson has nearly 10% of U.S. companies have used the crisis to cut ...

minneapolis

That 401(k) Conference will return Live in 2021

With a COVID-19 vaccine around the corner, I am proud to announce the first date of an in-person Tha...

vantage logo

Richies sentenced

Vantage Benefits Administrators co-owners Jeffery Richie and his wife Wendy Richie were finally sent...