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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 ...

Senators propose COVID related catch-up

Several Republican senators have introduced legislation that would allow plan participants who are u...

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 i...

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 ...

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...

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, 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...

It’s not 95%

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

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...

We will get PEP guidance soon

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