Self-Directed Brokerage Account were also up for 2020 Q4
It’s a known fact that I don’t care for self-directed brokerage accounts in 401(k) pla...
It’s a known fact that I don’t care for self-directed brokerage accounts in 401(k) pla...
When an airplane stalls, it’s no longer able to produce lift. When this occurs, ther...
Reliance Trust has settled one of the largest 401(k) excessive suit settlements in their r...
Not surprising most of us, the Department of Labor (DOL)’s Employee Benefits Security Ad...
The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fe...
That 401(k) Conference will return live in 2021. We will advise you of the make up dates f...
When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedu...
I don’t talk much of my time at Cohen, Weiss, & Simon. I was an associate there for ...
As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by th...
First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...
It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the ...
Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue ...
When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red ...
I like the idea of states enacting mandated employer State IRA programs, I just don’t li...
Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtua...
If you start a retirement plan provider practice, it can be frustrating. Like I always say...
People hate dentists. I get it, having gone years at times without getting a checkup. Sinc...
I am in the midst of a serious dispute with a third-party administrator (TPA), let us just...
If you’re a retirement plan sponsor, why should you care about plan design? Retirement p...
Most administration conducted by third-party administrators (TPAs) is quite good, but the ...