Category Archives: Retirement Plans

The curse of social media

I always say that social media helped build my career as an ERISA attorney. Without Linked and the articles I write on JDSupra, I would have starved a long time ago when I went on my own. Social media should … Continue reading

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Student loan match legislation proposed

Sen. Ron Wyden (D-OR) has reintroduced legislation that would permit 401(k), 403(b), SIMPLE and governmental 457(b) retirement plans to make matching contributions to workers as if their student loan payments were salary reduction contributions. The legislation is based on an … Continue reading

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Don’t ask for trouble with plan provisions

One of my biggest tasks as an ERISA attorney is helping plan sponsors out with voluntary compliance and self-correction programs. Many of these problems that have to be fixed are as a result of the plan document saying one thing … Continue reading

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What you can learn from the AAF

The Alliance of American Football (AAF) tries to be a spring football league that would act as a feeder system for the National Football League. It was a nice idea on paper and they had an app that had some … Continue reading

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Great service doesn’t justify over inflated fees

I’m a loyal customer and always have been. I’ve always been reluctant to change especially when I’m satisfied with a service. I’m too loyal and sometimes, it costs me money like 401(k) plan sponsors who have misplaced loyalty in their … Continue reading

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Dear 401(k) Sponsors, It’s About A Process And Not A Result

My latest article on JDSupra.com can be found here.

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BB&T settles 401(k) lawsuit

With a planned merger with SunTrust, BB&T tied up a loose end by agreeing to a $24 million settlement on a class action lawsuit filed against them over their 401(k) plan. The lawsuit alleged that BB&T breached its fiduciary duties … Continue reading

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The things about awards

You will hear about how certain retirement plan providers have won awards. Awards are impressive, but sometimes they’re not. You have to be wary as to who gave the award and what the award really means, You also shouldn’t just … Continue reading

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Don’t shake it up so quickly

After Lorne Michaels left with the original cast of Saturday Night Live in 1980, they hired Jean Doumanian as Executive Producer who had limited work with the original cast a producer of the show. She along with most of that … Continue reading

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Why 401(k) Plan Sponsors Need To Communicate With Their Participants

My latest article for JDSupra.com can be found here.

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