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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...

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...

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 ...

Keep track of former participants

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

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...

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 ...

The curse of social media

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

Student loan match legislation proposed

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

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 ...

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...