Monthly Archives: August 2019

They won’t tell you why they’re pissed

I was very outspoken in law school, complaining some of the injustices and hypocrisy that went on. I think there were some in the faculty and in the student body that thought that I was just an army of one … Continue reading

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Get those contracts reviewed

I had a plan sponsor forward me a contract they received from their financial advisor on a previous plan. Rightfully, the plan sponsor was concerned that they received this contract out of the blue. While this plan sponsor was wise … Continue reading

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DOL Final MEP Rule: Again, Much About Nothing

In news that was far from earth-shattering, The Department of Labor (DOL) announced a final rule today that reiterated the proposed rule on multiple employer plans (MEPs) – and an RFI that seeks more information on “open” MEPs. The final … Continue reading

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Quick Fixes For A 401(k) Plan Sponsor’s Errors and Problems

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

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Plan providers and the beauty of a direct fee

For my first year of law school, I had a renowned criminal law professor. He had a penchant for ties and an odd love for Melrose Place (I was a Dallas guy myself). For his final law exam, the fact … Continue reading

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The narrowing 401(k) margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,760 in 2019 money. This year, I bought an Apple MacBook Pro for about $1,800. In 2008, I was reviewing the … Continue reading

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Advisors Advantage

My latest newsletter for retirement plan providers can be found here.

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Hot Topics For 401(k) Plan Providers

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

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