PEP might get pepped with possible retirement plan change
The Ways and Means Committee approved proposals for portions of the reconciliation b...
The Ways and Means Committee approved proposals for portions of the reconciliation b...
People will say that I often have a negative spin, regarding the retirement plan industry...
That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...
I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...
Between now and July 2022, your 401(k) plan will be going through a mandatory restatement....
Less is more, I believe that. As an attorney in an occupation where most attorneys charge ...
I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury...
Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and f...
The Government Accountability Office (GAO) has found that 45% of plan participants are not...
After 23 years in the retirement plan business, one thing that stands out is that plan pro...
With the market up, it makes sense that self-directed brokerage accounts in defined contri...
About 75% of 401(k) plans allowed employees to save money in a Roth account in 2019, but p...
I’m old enough to remember when a photocopy and Xerox were considered the same. Xerox wa...
According to the Government Accountability Office (GAO), about 40% of 401(k) plan particip...
I’ve said it for a long time. It’s imperative that plan sponsors and plan providers wa...
I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I...
I’ve gone back into collecting sports cards because I need hobbies these days since I’...
As I’ve stated before, I wouldn’t hire employees because I was an employee once too. T...
One of the big parts of my practice is assisting third-party administrators (TPAs) who can...
That 401(k) Conference will make its way to Las Vegas on Friday, January 21, 2022. This ev...