The Fear About PEPs
I am a proponent of multiple employer plans (MEPs) and the new change that will allow pool...
I am a proponent of multiple employer plans (MEPs) and the new change that will allow pool...
Sears and Macys announced some massive store closings. The department store has been a bus...
In the movie Casino, Robert Deniro’s character Lefty Rosenthal warns Joe Pesci’s chara...
Very few times in history after a huge disaster, do you get a second chance at making it r...
Growing up, I was a pessimist. I don’t why, but I let any little thing get to me and I r...
One of the most forgotten parts of a 401(k) plan is the automatic rollover and who the aut...
One of my favorite Yiddish words is schnorrer. While it means beggar or sponger, it’s es...
When fee disclosure regulations were implemented, there were a few industry chicken little...
Investment Company Institute conducted a study that shows that 56% of Defined Contribution...
My favorite show of all-time is Dallas and that lasted for 13 seasons, airing its final ep...
The SECURE Act created much-needed change to the safe harbor non-elective contributions, m...
As a plan sponsor, you need to make sure that participant beneficiary forms are up to date...
Now that the Super Bowl is done, that means baseball season is upon us. So if baseb...
I’m not a fan of annuities, especially in 401(k) plans. Yet, it seems that the insurance...
There are many choices in developing options for a 401(k) plan and certain features such a...
Shell Oil, along with Fidelity is the target of a class action 401(k) lawsuit. As typical ...
Without fail, every day I get emails that want to target one or more of my important onlin...
When it comes to changes to your retirement plan, make sure your employees know changes in...
While everyone is talking about multiple employer plans as being changed by the SECURE Act...
Part of the fun of That 401(k) National Conference is that it’s at Walt Disney World Swa...