DOL issues caution on private equity investments
The Department of Labor (DOL) has cautioned plan fiduciaries about private equity investm...
The Department of Labor (DOL) has cautioned plan fiduciaries about private equity investm...
In addition to that restatement for Cycle 3 that must be completed for most defined contr...
David Letterman once had a joke about those USA Today graphs where he claimed they had a ...
The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be en...
If your firm has been touched by the great resignations of 2022, you may have some issues...
As a plan sponsor, you hear the numbers like 3(16), 3(21), and 3(38) thrown around. The s...
When it comes to plan design, I believe in the idea of KISS: keep it simple, stupid...
With a hiatus that took longer than expected, That 401(k) Virtual Bunch, our live intervi...
I used to joke that to save money, the local news stations should recycle footage that th...
The Department of Labor (DOL) Employee Benefit security Administered has filed a lawsuit ...
When I was at law school, I was the editor of the student magazine there and I broke the ...
As a 401(k) plan sponsor, you need to make sure that all your plan providers understand a...
I started my practice almost 12 years ago and I devoted a huge part of it, to helping adv...
In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...
Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...
When you’re a plan sponsor and you run your own proprietary mutual fund business and ha...
A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan s...
In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...
It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...
I referred a client to a third-party administrator (TPA) that would be the best fit for f...