Be Careful Who You Hit On The Way Up
I worked at a number of places in the 11 years before I started my own law firm practice a...
I worked at a number of places in the 11 years before I started my own law firm practice a...
One of the big parts of my practice is assisting third-party administrators (TPAs) who can...
The U.S. Government Accountability Office (GAO) asked the Department of Labor (DOL) to ste...
A New Jersey Federal District Court dismissed a complaint by participants in 3 Johnson &am...
Abbott Laboratories beat back a 2020 lawsuit from a 401(k) participant whose account was f...
It’s a known fact that I don’t care for self-directed brokerage accounts in 401(k) pla...
When an airplane stalls, it’s no longer able to produce lift. When this occurs, ther...
Reliance Trust has settled one of the largest 401(k) excessive suit settlements in their r...
Not surprising most of us, the Department of Labor (DOL)’s Employee Benefits Security Ad...
The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fe...
That 401(k) Conference will return live in 2021. We will advise you of the make up dates f...
When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedu...
I don’t talk much of my time at Cohen, Weiss, & Simon. I was an associate there for ...
As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by th...
First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...
It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the ...
Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue ...
When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red ...
I like the idea of states enacting mandated employer State IRA programs, I just don’t li...
Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtua...