Take care of that beneficiary stuff
It happens all the time, an unmarried plan participant signs up for a retirement plan and ...
It happens all the time, an unmarried plan participant signs up for a retirement plan and ...
The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infe...
The beauty of being in the retirement plan business since 1998 is that I love what I do an...
If you’re a large plan sponsor, who also happens to offer your proprietary mutual funds ...
A few years back, I was representing a plan sponsor under a Department of Labor (DOL) audi...
I hate death, I hate talking about death, the whole point of living is not dying. Yet, whe...
Years ago, I started working and had a lot of free time (before marriage and kids). I saw ...
More than 16 million accounts of $5,000 or less — $8.5 billion in the aggregate — were...
I always say that the reason I don’t have employees is I was once an employee too. I was...
A plan with 100 or more participants requires an audit of a plan’s financial standing co...
Attorneys have a bad reputation and a lot of times, it’s warranted. I jokingly said I kn...
I’m that turd in the punch bowl, being frank and honest which makes some people very unc...
AON sold off its US retirement and retiree health insurance brokerage businesses in a $1.4...
Revising the new fiduciary rule is on the drawing board for the Department of Labor (DOL)....
Employee Benefit Security Administration plans to amend and restate its Voluntary Fiduciar...
A third-party administrator (TPA) and/or plan fiduciary stealing plans assets is easier th...
I’m the guy who will travel to a Target further from my home because the Target in Farmi...
People know that I love crypto investing, but hate it as a potential 401(k) investment for...
The Delinquent Filer Voluntary Compliance Program (DFVCP) is a Department of Labor (DOL) p...
Lowe’s Cos. settled a class-action lawsuit filed by a participant in its 401(k) plan...