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Make sure participant records are secure

Being a plan sponsor is difficult because you’re a plan fiduciary which requires the highest duty ...

The boogeyman of MEPs

When they’re always talking about multiple employer plans (MEPs) and the tribulations with that 20...

That 401(k) Conference hits Philly

The third edition of That 401(k) Conference was held at Citizens Bank Park in Philadelphia on Friday...

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmot...

That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate r...

What Were They Thinking #57 Atari’s ET doesn’t phone home

In the late 1970’s and early 1980’s, Atari was the dominant player on the home video game market...

IRS to target excess 401(k) deferrals

When I do my own taxes and the income taxes for friends, the software I use will alert me when I mak...

It Could Be You

Prior to starting my own law firm, I made many different employer changes over the years to the poin...

The problem with committees

Many articles talking about good retirement plan practices will talk about the need for employers to...

Sure it’s the employer’s fault, but come on now

With plan administration, there are so many mistakes that can be made and most of the time, it’s t...