That eligibility issue
I always say that the reason I don’t have employees is because I was an employee too. O...
I always say that the reason I don’t have employees is because I was an employee too. O...
Maybe it’s the Larry David in me or the fact that I never had a job where I got a bonus...
As we are reminded daily by sad news that life is too short, I think it’s important to ...
There were times in my life when I needed help and just didn’t get it. One of my favori...
I keep on saying that timing is everything and with Bitcoin falling about 60% off its hig...
The first time I heard of Netflix, I found an offer for free DVD rentals in a box for a D...
Hawaii maybe the latest state to approve the creation of a state-run IRA program but they...
Seattle and T-Mobile Park will be the site of That 401(k) Conference on Friday, September...
Stock markets these days are seeing a lot of negative returns. Every day, it seems anothe...
According to Sharebuilder 401(k). 74% of small businesses still don’t offer a retiremen...
It’s easier to push 401(k) plans when times are good. Times aren’t good and it’s a ...
In the 1970s, the Phillie Phanatic was born. While Mr. Met was the first mascot in baseba...
When my kids were born, I was told that we’d have no issues making friends with people ...
The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best ...
Unless you delegate a fiduciary function to a plan fiduciary such as an ERISA 3(16) and 3...
When it comes to my law practice, I have an open phone call policy. I entertain phone cal...
The problem with offering participants direction of investments is participants themselve...
Remember when there was the beanie baby craze and people would open stores that only sold...
With a rescheduled date because of the baseball lockout. That 401(k) Conference finally h...
When I was at law school at American University Washington College of Law, I was the Exec...