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Stimulus act changes partial termination rules temporarily

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Sti...

Stimulus act changes partial termination rules temporarily

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Sti...

Stimulus act allows disaster distributions

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Sti...

Another lawsuit concerning 401(k) theft

Theft of 401(k) account balances by cybercriminals or other types of criminals is an actual thing an...

Interview with Walt Frazier

That 401(k) National Virtual Conference had a lot of great moments and one of the top ones is when w...

Interview with Doc Gooden

Dwight Gooden is my favorite Met and was the very first guest of That 401(k) Conference at CitiField...

Expect ESG rule to be overturned

The Biden administration will review the Department of Labor (DOL) rule stipulating that ERISA plan ...

That 401(k) National Virtual Conference provides lots of memories and info

That 401(k) National Virtual Conference is in the history books and despite the COVID limits, was a ...

VALIC sued over surrender charge

One of the most annoying parts of being an ERISA attorney is dealing with surrender charges for clie...

Revenue Sharing is costlier to plan participants

I love when studies on retirement plans state the obvious.   According to researchers from Vand...