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The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes to retireme...

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DOL sets up new fiduciary rule for December

The Department of Labor (DOL) will propose a new fiduciary rule in December, which will set off anot...

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Cut through the fiduciary advertising and make sure you get what you were promised

Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So ...

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Keep track of former participants

When employees terminate, I feel they will immediately take a distribution from their 401(k) plan or...

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A majority of plan have automatic enrollment, but some work to do

  A majority of 401(k) plans supposedly have an automatic enrollment feature. This is what I re...

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Just keep an open mind and listen

  In business and in life, I think one of the worst things you can do is to not listen. As you ...

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The curse of social media

  I always say that social media helped build my career as an ERISA attorney. Without Linked an...

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Student loan match legislation proposed

Sen. Ron Wyden (D-OR) has reintroduced legislation that would permit 401(k), 403(b), SIMPLE and gove...

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Don’t ask for trouble with plan provisions

One of my biggest tasks as an ERISA attorney is helping plan sponsors out with voluntary compliance ...

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What you can learn from the AAF

The Alliance of American Football (AAF) tries to be a spring football league that would act as a fee...