45 Years Later, Still A Miracle
My favorite sports memory as a kid will always be the 1980 U.S. Olympic Hockey Team. I wa...
My favorite sports memory as a kid will always be the 1980 U.S. Olympic Hockey Team. I wa...
Every plan provider says the same thing: “We work with everyone.” That sounds inclusi...
For decades the advisor sales pitch sounded like a broken record: better funds, better pe...
Running a 401(k) plan isn’t just about picking a fund lineup and hoping employees save ...
Too many employers talk about their 401(k) plan the way they talk about free coffee in th...
I’ve walked into more companies than I can count where the 401(k) plan gets the same le...
Every few years, someone in Washington rediscovers the 401(k) and decides it should be us...
When companies talk about mergers and acquisitions, the conversation usually revolves aro...
Most 401(k) problems don’t start in the plan. They start in payroll. Plan sponsor...
I started my own practice almost sixteen years ago because I was tired of working for oth...
As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued b...
The retirement plan industry loves to talk about value, but it keeps pricing itself as if...
Something meaningful is happening in the retirement plan world, and it has nothing to do ...
I’ve always tried to get along with people. I really have. I’m not wired for constant...
I’ve always tried to get along with people. I really have. I’m not wired for constant...
One of the first people I met at Stony Brook was a kid I’ll call Avi. We met at orienta...
Chief Justice John Marshall famously wrote in McCulloch v. Maryland that “the power to ...
Every few years, a new investment trend arrives with the same promise: higher returns, in...
PEPs were sold to the retirement plan industry as the answer to everything—lower costs,...
If there’s one thing plan sponsors should never forget, it’s this: innovation doesn...