Category Archives: Retirement Plans

My wife works for a law firm and based on the work she’s seen as an appellate attorney and telling me things, I realize there are a lot of lawyers that don’t know what they’re doing. I feel the same … Continue reading →

The Department of Labor’s Employee Benefits Security Administration, announced their enforcement tally by claiming they recovered $1.4 bilion for fiscal year 2022. That contrasts with EBSA recovering $2.4 billion in 2021, and in 2020, a record $3.1 billion for plan … Continue reading →

Millennium Trust announced that they will add an optional auto-portability function to its automatic rollover IRA solution. They expect this add-on feature to be ready for client testing later this quarter and available in 2024 at no additional cost. The … Continue reading →

A California environmental consultant is being sued by the Department if Labor for failing to manage or administer their profit-sharing plan since the late 1990s or early 2000s, effectively barring distribution of participants’ retirement assets. The complaint, Su v. Environmental … Continue reading →

I have been an advocate for mandatory IRA programs for employers that don’t offer them because I believe when push comes to shove, employers would rather have their own plan than be forced into a state-mandated program. A recent Pew … Continue reading →

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

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

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high earners more opportunities to save, especially because of the increased catch-up contributions in their 60s. Thanks, Captain Obvious. Of course, high earners will … Continue reading →