The problem with plan investments and audits
Retirement plans with more than 100 participants with account balances require a CPA audi...
Retirement plans with more than 100 participants with account balances require a CPA audi...
Every December, the family goes to Florida for Christmas week. As a kid, I never traveled...
We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of sc...
There have been 25 cases where plan sponsors have been sued over their right to use forfe...
People like to read, and so do I. They also like to read articles and find out informatio...
Brainwashing is the idea that the human mind can be changed or controlled against a perso...
For the last two months, I had two phone call conversations with plan providers that I ha...
In a further consolidation of the retirement plan business, Voya Financial, Inc. announce...
Walgreens, one of the largest retail pharmacy and healthcare providers, announced the lau...
The Department of Labor’s Employee Benefits Security Administration (EBSA) launched the...
Small business plans that require no testing such as a SIMPLE IRA sound great on paper, b...
With a new administration in the White House, tax legislation will certainly be on the pl...
Rep. Virginia Foxx (R-N.C.) asked for an investigation into the Department of Labor’s (...
As many of you know, a substantive part of my income is independent fiduciary work. Wheth...
“A lot of holes in the desert, and a lot of problems are buried in those holes. But you...
There are a lot of people in the retirement plan business that are great at selling. I al...
Memorial Sloan Kettering is probably one of the top 5 cancer hospitals in the United Stat...
My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a g...
The local baseball card show promoter sold its two biggest shows to a memorabilia dealer ...
As an attorney, I hate dressing up. If I could wear a sports jersey to meetings, I would....