The half-empty look from an IRS agent
As a plan sponsor being investigated by an Internal Revenue Service (IRS) agent, there is ...
As a plan sponsor being investigated by an Internal Revenue Service (IRS) agent, there is ...
Social media is a great benefit for your 401(k) business, but sometimes it can be a disast...
20 years ago, the hard liquor business was dying and microbreweries were the hottest thing...
That 401(k) Conference hit Cleveland on September 20th at Progressive Field, home of the I...
The fascinating part of ERISA litigations is the changing law and viewpoints. To combat th...
You’ve got a lot on your plate as a retirement plan provider and the last thing you need...
It’s funny in a sense that the people who should be most experienced with Qualifi...
In the Rod Serling show, Night Gallery, Serling wrote the episode: “They’re Tearing Do...
Kenny Roger’s “The Gambler” song has some great tips. You need to know when to hold ...
When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people kn...
If people pass on enough incorrect information out there, you start to believe it. When I ...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advis...
As a plan sponsor, you have a fiduciary duty to hire competent plan providers to handle yo...
Many years ago, I represented a defined benefit plan sponsor being investigated by the Dep...
A growing number of U.S. employers are adding lifetime income solutions to their defined c...
In a recent revenue ruling, the IRS stated that if a participant or a beneficiary doesn’...
I wasn’t a fan of target-date funds when the markets crashed in 2008 because ther...
People who are late are usually late most of the time. I’m usually always early for a me...
I used to use a lot of paper in my law practice. Then I had 10 feet of water in my ...
My favorite comedian was George Carlin and George had a great act on euphemisms and how to...