Participants with loans dips
Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may ...
Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may ...
With a networking event planned, I thought it would be a good time to get back into some o...
Thanks to COVID, the movie business has been dying and especially the theater chains like ...
That 401(k) Conference returns live in St. Louis on Busch Stadium on Friday, September 10t...
While state enacting mandatory IRA programs for employers that don’t offer retirement pl...
I was an employee once and that’s why I don’t have employees. If I did have employees ...
When you hire a financial advisor for your plan, they typically are paid quarterly from pl...
If your company is buying the stock or the assets of another company, get an ERISA attorne...
I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 40...
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...