Category Archives: Retirement Plans

My latest newsletter, geared towards financial advisors can be found here.

My latest JDSupra.com article can be found here.

I have been practicing in the employee benefits world for 13 years and the beauty of it is that you learn something new every day. The laws and regulations change, attitudes change, and the business is constantly in a state … Continue reading →

Some employees at Ameriprise, one of the larger financial planning firms is being sued for offering their own proprietary funds within their 401(k) plan. While the case is a class action lawsuit and the employees are being represented by a … Continue reading →

You know something has really caught on publicly when a large company adopts it or starts offering it. Greek style yogurt has been growing in sales for the past couple of years with Chobani and several other Greek yogurt labels … Continue reading →

JD Supra announced their most read articles for September 2011. For the fourth month in a row, I had the most read article. Thanks to all my readers.

My latest JDSupra.com article can be found here.

While I know my discussions about payroll provider and bundled third party administration firms (TPAs) have hit nerves (especially those that work for those firms). We can all debate whether there is a link between running payroll and running 401(k) … Continue reading →

Aon (proud sponsors of my Manchester United) and Financial Engines released a report on 401(k) participants and the use of financial help in their plan.  The study found that workers who used financial help between 2006 and 2010 experienced annual … Continue reading →

My comments on Safe Harbor 401(k) plans are included in a Business News Daily article, which can be found here.