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What Phyllis Borzi got wrong

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employee Benefit...

Interview: Dan Kravitz, Kravitz, Inc.

Q:  When did you start in the retirement plan business? A: My father, Lou Kravitz, founded our com...

IRS takes a look at Cash Balance Formulas for Funny Business

Throughout my career as an ERISA attorney, I’ve come across actuarial third party recordkeeping fi...

Interview: John Sullivan, 401(k) Specialist Magazine

Q: How did you get your start writing about retirement plan issues? A: I’m something of a masochis...

Revenue Sharing Costs Money

I guess my comments regarding revenue sharing is a bit sarcastic, but I think accurate. While revenu...

The problem with pushing other providers

Many larger third party administration (TPAs) firms, especially those owned by insurance companies a...

The DOL Fiduciary Rule Is No Time To Celebrate

The Department of Labor (DOL) sent the final rule to the Office of Management and Budget that will d...

The problem with Morgan Stanley’s payment decision

As you probably heard, Morgan Stanley will be moving to a level compensation approach for its 401(k)...

Oracle’s 401(k) and what doesn’t look right

A district court judge has ruled that Oracle will in have to defend itself regarding its 401(k) Plan...

The 2017 JDSupra Readers’ Choice Award Winner

Thanks to all my readers, I was awarded again, a JDSupra.com Readers’ Choice Award Winner for Fina...