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The Retirement Advantage buys a TPA as he business further consolidates

As discussed with purchases by Ascensus, there is further consolidation in the third party administr...

Goodbye Lois

I treat people the way I want to be treated and I carry a grudge against the select few who didn’t...

Connecticut gets it right for Non-ERISA 403(b) plans

One of the things that most people forget about fee disclosure as it pertains to retirement plans is...

Ascensus Continues Buying

As I always said, change in the retirement plan business was going to spur consolidation especially ...

It is education, not regulation that is truly in the best interest of consumers

First of all, regardless of the differing viewpoints surrounding the DOL fiduciary rule, a few thing...

myRA put out to pasture

President Obama’s myRA program was put out to pasture by the Trump administration because of high ...

Fine with eliminating State Exemption for Plans, but what about MEPs

I was never in favor of allowing individual states running retirement plans for employers that didnâ...

EBSA means business

When I started my own practice in 2010, some critics said I was selling fear because of issues I had...

Brown University is the latest university sued over their retirement plan

Brown University became the 16th university sued over their two retirement plans. This class action ...

Ascensus is becoming a big time player

The first job I had was working as an ERISA attorney for a small law firm that was affiliated with a...