Monthly Archives: November 2017

Prior to starting my own law firm, I had made many different employer changes over the years to the point that my position as the head of my law firm is the longest time I’ve been employed at one place … Continue reading →

As 2017 nears its end, we already have the retirement plan limits set for 2008 by the Internal Revenue Service (IRS). For 401(k) plans, the 2018 limit for salary deferrals contributions is $18,500, up $500 from 2017’s limit. Remember this … Continue reading →

The Republicans in the House of Representatives unveiled their tax reform plan and there includes no substantial change to 401(k) plans. Everyone in the retirement plan industry and most individuals with common sense were outraged that there was even a … Continue reading →

Well over a week ago, I got the startling news that the FBI closed down the office of Vantage Benefits, a Dallas based third-party administrator. I didn’t make any comment on it until it was properly reported that their offices … Continue reading →

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as day. In my local hamlet, the Library Board hired a School District board member as their attorney even though there is a financial relationship … Continue reading →

After Vermont decided to proceed with sponsoring an open multiple employer plan (MEP), legislation proposed would make Massachusetts the second state to sponsor a 401(k) MEP. Prior to May 2012, we had a decent market for open MEPs, open meaning … Continue reading →

My latest newsletter geared towards retirement plan professionals can be found here.

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