Cutting Edge is usually Over The Edge
After 23 years in the retirement plan business, one thing that stands out is that plan pro...
After 23 years in the retirement plan business, one thing that stands out is that plan pro...
With the market up, it makes sense that self-directed brokerage accounts in defined contri...
About 75% of 401(k) plans allowed employees to save money in a Roth account in 2019, but p...
I’m old enough to remember when a photocopy and Xerox were considered the same. Xerox wa...
According to the Government Accountability Office (GAO), about 40% of 401(k) plan particip...
I’ve said it for a long time. It’s imperative that plan sponsors and plan providers wa...
I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I...
I’ve gone back into collecting sports cards because I need hobbies these days since I’...
As I’ve stated before, I wouldn’t hire employees because I was an employee once too. T...
One of the big parts of my practice is assisting third-party administrators (TPAs) who can...
That 401(k) Conference will make its way to Las Vegas on Friday, January 21, 2022. This ev...
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...