Committees need a dedication to the process
The best retirement plan committees I’ve seen are dedicated to the process. That means ...
The best retirement plan committees I’ve seen are dedicated to the process. That means ...
When you start fixing up the house (for me, a never-ending battle) and replacing applianc...
I probably have drafted and amended thousands of plans over the years and every plan has ...
I have been practicing in the employee benefits world for almost 26 years and the beauty ...
The reason I charge $100 a person (or usually $50 a person if they bring multiple people)...
As I mentioned elsewhere, I took my daughter on a day trip to FanExpo Boston to meet her ...
According to a survey by Principal, 59% of employees who are not contributing to their 40...
I have seen so much organization dysfunction in my life and it probably dates back to som...
I worked at a law firm that supplied dinner if you stayed later. It was cool until you re...
I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and th...
When I started my practice in 2010, the idea was that my content would create referral so...
A federal judge in San Diego rejected Qualcomm Inc.’s motion to dismiss a lawsuit by a ...
With thanks to our sponsors and attendees, we ended the 2024 live editions of That 401(k)...
A lawsuit against TIAA’s cross-selling a managed account service will proceed after the...
Vestwell announced the expanded distribution of J.P. Morgan Asset Management’s Everyday...
Small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small busines...
ERISA requires disclosure of certain plan documents to participants including a summary p...
The retirement plan business is all about trust. It’s built on trust and trust takes ti...
I always say that the world would be better off, just if every human being would realize ...
Years ago, I was the Executive Editor of my law school’s news magazine. In one of my fi...