Insperity, Reliance Trust settle for $39.8 million in PEO settlement
Insperity and Reliance Trust has settled a lawsuit for $39.8 million, alleging that they b...
Insperity and Reliance Trust has settled a lawsuit for $39.8 million, alleging that they b...
At the heart of everything in the 401(k) plan business, politics does play a part. ...
When your plan is big enough, you will be a target of the ERISA litigators. Human r...
Smart, a United Kingdom and global recordkeeper, has announced it will make its recordkeep...
I write a lot because social media gets my name out there at a much lower cost than hiring...
As a retirement plan provider, you meet a potential client and you just do so well in the ...
Since I’m a big fan of business and human interactions, I’d love to throw out another ...
When your practice is successful as a retirement plan provider, you’re going to want to ...
While I went to law school for a law degree and stayed an extra year to get a tax LLM degr...
As a child, you’re usually told by your parents that they just want to hear the truth an...
As a child, you’re usually told by your parents that they just want to hear the truth an...
I had a contractor work on my house for a couple of projects. Frank installed a new front ...
They often say that the road to hell is paved with good intentions. I don’t know who sai...
One would think that the role of a retirement plan financial advisor is to pick plan inves...
ERISA §404(c), is the code section that may limit a plan sponsor’s liability in retirem...
As an ERISA attorney, I do get to talk to a lot of financial advisors and ERISA independen...
In the movie Casino, Robert De Niro’s character Lefty Rosenthal warns Joe Pesci’s char...
A friend of mine who is a financial advisor asked me about a third party administration (T...
Being an ERISA litigator isn’t as easy as one may think. For class action lawsuits, youâ...
The SECURE Act made a profound change that will affect any 401(k) plan with part time empl...