Category Archives: 401(k) Plans

The safe harbor notice deadline for calendar year 401(k) plans is coming December 1. This notice requirement is one of the requirements for a plan to be a safe harbor, in addition to the fully vested contribution that gives 401(k) … Continue reading →

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surprised how many people pay $20 to get a warranty on a $100 Blu-Ray player. When Best Buy was going national, they advertised how … Continue reading →

In 1994. H. Wayne Huzienga sold Blockbuster Video to Viacom for $8.4 billion. At its peak, there were 9,000 stores. Dish Network who bought Blockbuster a few years ago for $320 million, just announced the closing of the last 300 … Continue reading →

My latest JDSupra.com article can be found here.

The one thing that I think most employers forget about in sponsoring a retirement plan is that an employer sponsored retirement plan is an employee benefit. Maybe not as important as health insurance, but certainly more important than gym discounts … Continue reading →

My latest newsletter geared towards financial advisors and other plan providers can be found here.

My latest JDSupra.com article can be found here.

The IRS released the following today: The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $17,500. The catch-up contribution limit for employees aged 50 … Continue reading →

My latest newsletter can be found here.

I have been an ERISA attorney for 15 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there. Probably my … Continue reading →