Category Archives: Retirement Plans

When a government agency is plotting, they have to do it in public and it’s just a matter of when you find the clue. The Department of Labor (DOL) has filed a draft regulation called  “Improving Investment Advice for Workers … Continue reading →

The intention of multiple employer plans is that for the small plan market, their fees should be lower than single-employer plans. According to a paper by Natalya Shnitser, assistant professor at Boston College Law School, it seems that the average … Continue reading →

A settlement has been in a lawsuit accusing fiduciaries of the JPMorgan Chase 401(k) Savings Plan of self-dealing. Records show that a settlement of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released … Continue reading →

I had said that one of the problems with the coronavirus and the CARES Act is that participants would raid their retirement accounts, especially if they were terminated. Of course, I was right. A new survey by MagnifyMoney found that … Continue reading →

The Department of Labor (DOL) has finally issued final regulations providing a new “notice and access” safe harbor for retirement plans to furnish required disclosures by email or other electronic ways to plan participants and beneficiaries. Under this process, the … Continue reading →

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

My latest newsletter for plan providers can be found here.

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

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items like the front door or the roof (that was me last week), you realize that the replacements are more energy efficient. Replacing that … Continue reading →

When it comes to health and fitness, you constantly hear studies about what foods fight or cause cancer. Of course, those studies are then debunked. I remember how oat bran was cited to cut down on cholesterol and how margarine … Continue reading →