Barring any tax law change, Roth catchups will be a thing in 2026
Starting in 2026, Highly Compensated Employees will have to make their Catch Up Contribut...
Starting in 2026, Highly Compensated Employees will have to make their Catch Up Contribut...
There are good third-party administrators (TPAs) and bad ones. No matter how good your TP...
As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we ter...
Friday, I was supposed to attend the New York Comic Con for a special session since I had...
Most plan screwups happen when either the plan provider doesn’t ask and/or the plan spo...
When it comes to health and fitness, you constantly hear studies about what foods fight o...
Retirement plans with more than 100 participants with account balances require a CPA audi...
Every December, the family goes to Florida for Christmas week. As a kid, I never traveled...
We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of sc...
There have been 25 cases where plan sponsors have been sued over their right to use forfe...
People like to read, and so do I. They also like to read articles and find out informatio...
Brainwashing is the idea that the human mind can be changed or controlled against a perso...
For the last two months, I had two phone call conversations with plan providers that I ha...
In a further consolidation of the retirement plan business, Voya Financial, Inc. announce...
Walgreens, one of the largest retail pharmacy and healthcare providers, announced the lau...
The Department of Labor’s Employee Benefits Security Administration (EBSA) launched the...
Small business plans that require no testing such as a SIMPLE IRA sound great on paper, b...
With a new administration in the White House, tax legislation will certainly be on the pl...
Rep. Virginia Foxx (R-N.C.) asked for an investigation into the Department of Labor’s (...
As many of you know, a substantive part of my income is independent fiduciary work. Wheth...