That 401(k) Conference hit the Twin Cities
That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were ...
That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were ...
If people pass on enough incorrect information out there, you start to believe it. When I...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advi...
When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people k...
You’ve got a lot on your plate as a retirement plan provider and the last thing you nee...
Houston’s Minute Maid Park, the site of That 401(k) Conference will be the 20th Major L...
A character in This Is Spinal Tap said it best: “there is a fine line between being cle...
Someone I know was let go during COVID in April 2020. Thankfully, they were reemployed ra...
I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since...
The one drawback in the fee disclosure regulations was that the Department of Labor (DOL)...
The sales process in the small to medium-sized retirement plan business is slow. It’s s...
The Ways and Means Committee approved proposals for portions of the reconciliation b...
People will say that I often have a negative spin, regarding the retirement plan industry...
That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...
I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...
Between now and July 2022, your 401(k) plan will be going through a mandatory restatement....
Less is more, I believe that. As an attorney in an occupation where most attorneys charge ...
I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury...
Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and f...
The Government Accountability Office (GAO) has found that 45% of plan participants are not...