Category Archives: Retirement Plans

What the Reddit group wallstreetbets did with Gamestop in a short squeeze was something quite amazing. I joined in for a couple of days with the purchase of AMC stock that I quickly dumped after only making a couple of … Continue reading →

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

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

I’ve written blog posts about the problems that I see when a plan provider I know gets purchased. From experience, any purchase comes along with a lot of change. The problem is most of the time, it’s not good. Some … Continue reading →

There are two types of ERISA attorney, those that work for a plan provider and those that don’t. Many ERISA attorneys haven’t had the luxury that I have, by having experience doing both. Being in my own practice, my allegiance … Continue reading →

One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. The only problem is that most trust companies have been ill-prepared to take on that task, in terms of contracts for PEPS. The other … Continue reading →

I have very strong opinions on the retirement plan business and that might be a reason I’m not asked to speak at many events, but it is, what it is. My opinions are shaped by my experiences and that includes … Continue reading →

The Internal Revenue Service (IRS) in their January 20, 2021 edition of Employee Plans News opined that pre-approved qualified retirement plan documents may be used to establish arrangements known as pooled employer plans or PEPs. The IRS stated that it’s creating a … Continue reading →

My newsletter for retirement plan professionals can be found here.

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