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Edward Jones Forks over $3 million in 401(k) lawsuit

Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using investments i...

treatemp

How you treat employees can say a lot about you

I recently met an executive through LinkedIn and we an absolute gentleman and really could teach me ...

80D3CCCC-6540-4DAF-90C5-6B8EF98B33DD

Out of the box only causes trouble

  This is Spinal Tap has the great line that “there is a fine line between being clever and s...

FAEF3A11-9149-4CC7-AD64-07D8D280A286

Avoid the box of gimmicks

I watch a podcast called Something to Wrestle with former WWE creative mind Bruce Prichard and he in...

96414C93-03C7-4CA7-9947-8799122B54EA

The MEP solution

With the recent guidance issued by the Department of Labor (DOL), third party administrators and fin...

autditors

Need Auditors who understand the “new way”

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an a...

millennials

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics of the past...

kiss

Keep it Simple, Stupid

When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid.   Any ...

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of salary de...

pills

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s business because...