It’s not about a Name
11 years ago, I knew I was going to start my national law practice dedicated to ERISA/reti...
11 years ago, I knew I was going to start my national law practice dedicated to ERISA/reti...
A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from ...
Multiple employer plans (MEPs) have become larger targets for litigation when they achieve...
In what I consider a surprise move, the Department of Labor (DOL) announced that it will a...
A 401(k) plan doesn’t have to be treated like the Bible or any other type of book where ...
In terms of issues over retirement plans for the past 22 years, the two most treacherous i...
Over the 30 years of investing, I have seen nothing like my investment in bitcoin and othe...
The Department of Labor (DOL) released its 2020 enforcement fact sheet, showing the work t...
Despite the concerns that the Trump administration implemented Department of Labor (DOL) r...
Even though Pooled Employer Plans were made effective on January 1, 2021, the Department o...
Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the...
I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide...
Advisors ask me all the time about the role of education in participant-directed 401(k) pl...
If I got $5 for every time an advisor or other plan provider told me they had an in with a...
The COVID pandemic and sports documentaries like ESPN’s The Last Dance has created a fer...
Only 20% of people aged 20 to 29 in the world believe they’ll achieve their full retirem...
What the Reddit group wallstreetbets did with Gamestop in a short squeeze was something qu...
I’ve written blog posts about the problems that I see when a plan provider I know gets p...
There are two types of ERISA attorney, those that work for a plan provider and those that ...
One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. T...