Edward Jones Forks over $3 million in 401(k) lawsuit
Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using inv...
Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using inv...
There are so many articles for plan sponsors (I’ve written quite a few) where they go on...
Many years ago, I started the idea of creating a law firm that intended to be the Wal-Mart...
I recently met an executive through LinkedIn and we an absolute gentleman and really could...
I’m very proud to announce That 401(k) Conference will emanate from Dodger Stadium in Lo...
This is Spinal Tap has the great line that “there is a fine line between being cl...
All ERISA plans need an ERISA bond that protects the plan from thefts of plan assets by pl...
I watch a podcast called Something to Wrestle with former WWE creative mind Bruce Prichard...
With the recent guidance issued by the Department of Labor (DOL), third party administrato...
As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that n...
When I was a synagogue Vice President, I was miffed that the main leadership were relics o...
When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid. &...
I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of...
Providing advisory help to a 401(k) plan is a great part of a financial advisor’s busine...
You can be a great financial advisor and have a terrific way of communicating with plan sp...
Oregon announced that their OregonSaves retirement program will now allow individuals, suc...
As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) t...
I’m proud to announce that That 401(k) Conference will be held in Atlanta at SunTrust Pa...
The idea of That 401(k) Conference is based on creating memorable events and it probably c...
The retirement plan business is a relationship-driven business and I learned from the best...