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Don’t let consolidation scare the life out of you

When I travel to a stadium or a game, I’m a beer snob and I will walk around to find a beer that i...

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What Were They Thinking #62 The CFL in USA

Sports history is littered with failed football leagues: the AAFC, the WFL, the USFL, and the first ...

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Introducing That HR Association

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

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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...

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The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been ...

shelfspace

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of inve...

check

The uncashed check fiasco

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

apples

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 ...

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The fee compression issues isn’t all that bad

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in thos...

ancilline

The big problem with an ancillary line of business

As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carry...