ESG reminds me of Target Date funds, for a reason
Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the D...
Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the D...
As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advi...
Your third-party administrator (TPA) might be asking for the work email addresses and youâ...
I planned on a Las Vegas conference for December, way back in May. I don’t think I was a...
With travel still a no-no for most of us, it’s going to be virtual events for a while. A...
It seems like every week, there is another major lawsuit against a plan sponsor and one of...
It seems everything is political. I believe the purposes of Environmental, Social, and Gov...
I love Las Vegas and the last two times I was there; I didn’t gamble a nickel. I hate ga...
I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor...
Our world has been turned upside down by COVID. Even with me, I had to put all my live con...
Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Tre...
When fee disclosure regulations came into being by the Department of Labor (DOL) in 2012, ...
Whenever I hear about someone getting caught with lying about their resume or credentials,...
Before starting my law firm, I had made many different employer changes over the years to ...
When you’re young, you’re urged not to quit. Whether it’s little league or scouts, y...
Colorado is just another state that is offering a payroll deduction IRA program, forcing b...
As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PE...
Several Republican senators have introduced legislation that would allow plan participants...
After Hurricane Sandy decimated my house with five feet of water downstairs, I needed to r...
Many years ago, I was contacted by a bank that had an issue. For 20 years, they didn’t i...