Expect ESG rule to be overturned
The Biden administration will review the Department of Labor (DOL) rule stipulating that E...
The Biden administration will review the Department of Labor (DOL) rule stipulating that E...
That 401(k) National Virtual Conference is in the history books and despite the COVID limi...
According to the Department of Labor, you have a missing participant problem if: 1) You ha...
With the focus by the Department of Labor (DOL) on missing participants, I have to say it ...
Being an ERISA attorney for a couple of third-party administration (TPA) firms when I firs...
If there is one famous quote that’s landed me in trouble, it’s one from my favorite fo...
People don’t like to be accountable for the most part. It’s just human nature to blame...
I’m not very popular, never have been and never will be. It’s probably my personality ...
As a retirement plan provider, you need to understand where there is a conflict of interes...
Another thing that sets plan providers apart is the work ethic, whether they will do whatâ...
One of the most annoying parts of being an ERISA attorney is dealing with surrender charge...
I love when studies on retirement plans state the obvious. According to researchers...
The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings...
Kiplinger conducted a poll that showed that plan participants did raid their retirement pl...
“What we’ve got here is failure to communicate. Some men, you just can’t rea...
It’s pretty simple as a 401(k) plan sponsor, you have a fiduciary duty to only pay reaso...
When a plan sponsor has a late Form 5500 to file, one of the great things out there is the...
People tend to hate change especially when things are good. The problem with a change in t...
Where to sell Pooled Employer Plans? A good start is the states where employers have to of...
The Consolidated Appropriations Act, 2021 signed into law by President Trump, also provide...