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It’s legal until it’s not

Shelf space payments where mutual fund companies pay to get access on a particular 401(k) custodial ...

DOL Final MEP Rule: Again, Much About Nothing

In news that was far from earth-shattering, The Department of Labor (DOL) announced a final rule tod...

That 401(k) National Conference, you won’t feel you got burned

That 401(k) National Conference, you won’t feel you got burned by Ary Rosenbaum   When I firs...

That 401(k) Conference returns to the NY Metro area

It started June 2018 at CitiField, so it only feels right to bring it back home, almost. That 401(k)...

Acosta resigns, so what?

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controvers...

Introducing That HR Association

You’ve seen the logo for many of That 401(k) Conferences as a conference sponsor, but you don’t ...

Can we do better with automatic rollover IRAs? Yes.

I call myself the “most dangerous ERISA attorney in America” because I’m not afraid to express...

The uncashed check fiasco

In the retirement plan industry, we have rules and we have guidelines on what to follow. However, th...

IRS thinks about getting rid of the MEP bad apple rule

One of the biggest strikes against multiple employer plans (MEPs) may go the way of bellbottoms and ...

The worthless J.D. Power surveys

I’m going to say something and that means J.D. Power will never sponsor one of my events, but thos...