The whole problem with loans
When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend...
When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend...
A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Pa...
UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit...
I have written two books that many of you haven’t heard about: How to Succeed in the...
Empower recently made headlines by announcing a bold new initiative: giving defined contr...
When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a ...
If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry ...
The department store has been a dying business for 50 years. That’s not hyperbole—it...
When I first started my law practice, I’d get invited to sponsor networking events or p...
Businesses in the retirement plan industry don’t collapse overnight. It’s never sudde...
About 20 years ago, there was a medical report claiming that dental plaque could cause he...
Those small employer plans like SEPs and SIMPLE-IRAs? They’re great starter tools for r...
For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, ...
The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which am...
If you’re a 401(k) plan provider and think you can get away with charging sky-high ...
My son, Jason, loves card shows. He loves meeting athletes, collecting autographs, and ev...
So here’s a fun little story: In 1997, I graduated from American University Washington ...
I always say that plan sponsors need a solid team: an experienced financial advisor, a co...
I love Las Vegas. Great restaurants, great shows, and five trips in a row without droppin...
Many moons ago, I got a call from a bank with a problem. For two decades—yes, twenty ye...