Roth will gain more fans
The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be en...
The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be en...
If your firm has been touched by the great resignations of 2022, you may have some issues...
As a plan sponsor, you hear the numbers like 3(16), 3(21), and 3(38) thrown around. The s...
When it comes to plan design, I believe in the idea of KISS: keep it simple, stupid...
With a hiatus that took longer than expected, That 401(k) Virtual Bunch, our live intervi...
I used to joke that to save money, the local news stations should recycle footage that th...
The Department of Labor (DOL) Employee Benefit security Administered has filed a lawsuit ...
When I was at law school, I was the editor of the student magazine there and I broke the ...
As a 401(k) plan sponsor, you need to make sure that all your plan providers understand a...
I started my practice almost 12 years ago and I devoted a huge part of it, to helping adv...
In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...
Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...
When you’re a plan sponsor and you run your own proprietary mutual fund business and ha...
A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan s...
In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...
It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...
I referred a client to a third-party administrator (TPA) that would be the best fit for f...
That 401(k) Conference was held at the New York-New York Hotel & Casino in Las Vegas ...
The Supreme Court told defined contribution sponsors Monday that they have to monitor all...
I was a first-year law student participating in moot court, just because all second-year ...