Category Archives: Retirement Plans

On August 3, 2002, the Internal Revenue Service (IRS) issued Notice 2022-33 which extended the amendment deadline for plans for the SECURE Act, the Miners Act, and the CARES Act. Prior to this Notice, amendments for all provisions of the … Continue reading →

In a move that shouldn’t surprise anyone, Empower announced the end of the Great-West brand in order to “strengthen and simplify” how the organization connects with customers. Great-West came to Denver in the 1970s. Empower was created in 2014 through … Continue reading →

I have always had a problem with target date funds (TDFs). It had to do with glide paths and the fact that there was no uniformity as it pertained to what should be in a 2025 fund or any fund … Continue reading →

As a crypto investor who is trying to drive down my average cost through dollar cost averaging, the increase in Bitcoin’s price of late, has helped. On the downside, it will increase the interest as an investment in the 401(k) … Continue reading →

Ascensus announced that Kasey Price, Ascensus’ head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022. Price was a founding partner and CEO of Georgia-based Retirement Strategies, Inc. (RSI), a third-party administrator before … Continue reading →

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

My latest newsletter can be found here.

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

Having been in the retirement plan business for the last 24 years, I have learned something new almost every day and I’ve seen a lot of things that I could never believe I would see when I was an L.LM … Continue reading →

Having been in the retirement plan business for the last 24 years, I have learned something new almost every day and I’ve seen a lot of things that I could never believe I would see when I was an L.LM … Continue reading →