SDBA Account Balances are down
Schwab’s Q3 2023 SDBA Indicators Report, a report on self directed brokerage accounts (...
Schwab’s Q3 2023 SDBA Indicators Report, a report on self directed brokerage accounts (...
KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan fo...
I hate what they have done to the airlines. For everything, there is a charge. I’m not ...
The idea of the prop up, and my issues with it, probably started around the 5th grade at ...
I have handled more audits in the past six months, than in the past 5 years. Whether itâ€...
When you have no money, you spend a lot more than you do. At least, that was for me. When...
I handle my investments. I work with financial advisors around the country, they are the ...
It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1...
I will reiterate that almost all small and medium-sized 401(k) plans are immune from 401(...
My daughter works at the local pizzeria. I can’t imagine they would offer a retirement ...
The reason I like state-mandated IRA programs for employers is because it increases retir...
Cheers is probably one of my top 10 favorite shows. Even went to the real Cheers bar for ...
All good things come to an end. The Marvel Cinematic Universe’s streak of a couple of d...
Over the past 13 years as a solo ERISA practitioner, I always get asked if that’s all I...
I always say that the reason I’ve never hired an employee is because I was an employee ...
I first started paying for my own car when I got my first job as an ERISA attorney, It wa...
The snowball effect is a term for a process that starts from something that is small and ...
I joke that you will hear many announcements about pooled employer plans starting, but ve...
AFS 401(k) Retirement Services, LLC (AFS 401(k) Retirement Services) and AFS Financial Gr...
When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know ...