The issue with 3(16)
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...
Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...
I was against Automatic Enrollment before I was for it. When it finally became part of th...
Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in clie...
A research paper from the Wharton Pension Research Council states that 401(k) contributio...
Walgreens announced the launch of its Student Loan 401(k) Match Program, a benefit for st...
Nvidia Corp. has reached a proposed settlement with former participants of the company’...
For those aged 55-64 the average 401(k) account balance is $244,750. The median account b...
Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Pla...
A long-time advisor-client called with a chuckle that both he and I were right and a part...
Thanks to an annual outing at CitiField, the Mets afforded me playoff tickets. In 2022, I...
In England, many of the top pubs are owned by British breweries because watering holes ar...
When drafting new 401(k) plans for clients during the middle of the year, I like drafting...
It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) unti...
We have a Pooled Employer Plan (PEP) for so many things, so a Pot PEP seems OK. The No...
Fidelity is clamping down on third-party access to 401(k) plans, which will likely restri...
Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even...
When you start fixing up the house (for me, a never-ending battle) and replacing applianc...
I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to ...
When I first started in the retirement plan business in 1998, I worked for a law firm tha...
There are those TPA that sell financial products, there are some that sell insurance, and...