Solo 401(k) plans can be a big mess
Solo 401(k) plans were a great opportunity for owner-employees to offer a plan for themsel...
Solo 401(k) plans were a great opportunity for owner-employees to offer a plan for themsel...
Retirement plan services provider FPS Group has changed its name to IPX Retirement. FPS Gr...
One of the most annoying parts of being an ERISA attorney was the requirement that new ret...
The Brady Bunch was probably everyone’s vision of what a perfect family was. There two s...
I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I ...
A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from ...
A Long Island business newspaper once named my old law firm’s administrator as its Chief...
Bigger is not better. At least I think so since I come from the school of less is more. &n...
I always have the belief that I try to treat people the way that I wanted to be treated. H...
A family member just went through the process of locating retirement plan accounts at two ...
I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’...
58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Cont...
Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of th...
With July 31st passing (the deadline for Form 5500 without an extension), it’s a great w...
When you meet retirement plan sponsors just at different networking events and they find o...
I worked at the college newspaper and if you said something to one staff member, they woul...
One of my king beliefs is that giving away, anything of value for free is a mistake becaus...
The proposed merger of Aon and Willis Towers Watson (WTW) has been terminated. Both firms ...
Some birds aren’t mean to be caged (a line from The Shawshank Redemption) and some attor...
About 75% of large 401(k) plan sponsors would rather keep the assets of retired employees ...