Beware of the audit of the audit and don’t pay for it
A plan with 100 or more participants requires an audit of a plan’s financial standing co...
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...
When you operate proprietary mutual funds and offer them in your401(k) plan, you will be a...
When it comes to retirement plans, we have a snowball effect. The effect is usually when t...
When a plan terminates and distributes all its assets or merges all its assets into anothe...
Part of my job is fixing errors made by plan sponsors and their plan providers. Despite wh...
I work from home, it’s 11 years now. You can say that I was ahead of the game with the C...
I first started paying for my car when I got my first job as an ERISA attorney, It was a b...
With the pandemic coming to an end, it’s time to get back to business. On ...
Now that it appears the pandemic is nearing its end, it’s time to get back and meet up a...
In the 30 plus years of investing, investing in cryptocurrency has been a wild ride. Mostl...