Annuities in 401(k) Plans
As Michael Corleone said in the very underrated “The Godfather Part III”, “Just whe...
As Michael Corleone said in the very underrated “The Godfather Part III”, “Just whe...
When I was at law school at American University Washington College of Law, I was the Exec...
The uniqueness of the §3(38) proposition is that the §3(38) fiduciary has discretionary...
As discussed so many times in the past, I went to that crappy law firm and thought I coul...
For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to under...
A buddy of mine has been out of work for over a year. He’s a plan administrator who wor...
When fee disclosure regulations were implemented, there were a few industry chicken littl...
When you meet retirement plan sponsors just at different networking events and they find ...
Being an ERISA attorney for a couple of third-party administration (TPA) firms when I fir...
For whatever reason, high school was tough for me. Maybe it was undiagnosed ADHD, or perh...
Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: ...
Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what...
The fewer assets you have in a 401(k) plan, the less support you get. I know that since I...
As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...
The consolidation of the retirement plan business continues. Voya Financial will acqui...
BAE Systems Inc. has won a class action lawsuit about misusing 401(k) plan forfeitures. ...
Retirement plans with more than 100 participants with account balances require a CPA audi...
Now That Curb Your Enthusiasm is off the air, I can’t find that next sitcom to watch. N...
TIAA has entered into a strategic partnership with global advisory firm Accenture to help...
Salesforce Inc. has settled a couple of outstanding 401(k) lawsuits alleging excessive re...