DOL should make e-disclosures the default
It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement...
It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement...
I’m not afraid of many things, except making the deep water and the heights. I’m not a...
It’s 2019 and while the hardship rules are changing for 2020, keep in mind that hardshi...
The genesis for That 401(k) Conference can be traced to two things: 1) my experience at ot...
Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinat...
I was saddened to learn of the death of baseball great Bill Buckner from a form of dementi...
With the SECURE Act passed by the House and some form of legislation being expected to be ...
Advisors ask me all the time of the role of education in participant-directed 401(k) plans...
When it comes to entertainment, there are some choices to make on what was better, so this...
With my own practice, I do have little time to watch anything. It’s usually some wrestli...
There has been tremendous consolidation in the retirement plan marketplace, especially in ...
The House of Representatives easily passed the SECURE act, which has significant changes t...
The Department of Labor (DOL) will propose a new fiduciary rule in December, which will se...
Advertising is a great medium and it’s a medium that could often be confusing to the con...
When employees terminate, I feel they will immediately take a distribution from their 401(...
A majority of 401(k) plans supposedly have an automatic enrollment feature. This is...
In business and in life, I think one of the worst things you can do is to not liste...
I always say that social media helped build my career as an ERISA attorney. Without...
Sen. Ron Wyden (D-OR) has reintroduced legislation that would permit 401(k), 403(b), SIMPL...
One of my biggest tasks as an ERISA attorney is helping plan sponsors out with voluntary c...