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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...

Interview: James Olson

Q:  How did you start in the retirement plan business?   A: In the early 90’s I was a full t...

There Will Be A Morning After

I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at thei...

Interview: Brian Menickella, The Beacon Group of Companies

Q: How did you start in the business? A: Started as a Commercial Property and Casualty Insurance age...

ERISA Law Firms Unleash Plan Document Service: Yawn.

The Internal revenue Service (IRS) is pretty much out of the favorable determination letter business...

Interview: Bryan Jacobson, PenSys

Q: How did you start in the retirement plan business? A: Like most of us in the industry, I stumbled...

The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy because I p...

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to see the ba...

Litigation defending their 401(k) plan is the cost of doing business offering proprietary mutual funds

It’s a favorite topic of mine because it’s fascinating to consider, so many mutual fund companie...