The end of forfeitures to reduce contributions is inevitable
Recently had a client going through an Internal Revenue Service (IRS) audit and while tal...
Recently had a client going through an Internal Revenue Service (IRS) audit and while tal...
I don’t need studies to tell me that States with mandated SIMPLE IRA programs for emplo...
Federal court cases are a game, like chess. You file a complaint, you fight the inevitabl...
I own a piece of a business and provide services to it, through my sole proprietorship. P...
Manute Bol and Gheorghe Mureșan were 7’6” and 7’7”, but were pretty bad players ...
I grew up in Brooklyn and the area I originally lived in is called Midwood I lived right ...
Social media and living in a house full of narcissists have educated me on navigating per...
Financial advisors working on 401(k) advisors have happy clients, according to a new Fide...
There is this scene in the comedy, Top Secret! where Nick Rivers (played by Val Kilmer) i...
I’m all for states requiring employers to offer a retirement plan or join the state-end...
There are plenty of cases out there, arguing that plan sponsors that use forfeitures to r...
The Internal Revenue Service issued interim guidance on employer matching contributions m...
Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Val...
Lincoln Financial Group announced the addition to its in-plan guaranteed income investmen...
When I write about the need for plan sponsors to understand their responsibilities as pla...
While I know my discussions about payroll provider third-party administration firms (TPAs...
As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revi...
As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...
When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. M...
Over the years, I worked with many organizations starting back with student political org...