Monthly Archives: October 2020

When your plan is big enough, you will be a target of the ERISA litigators. Human resources outsourcing firm TriNet is the latest target of ERISA litigation. As a professional employer organization, TriNet provides MEPs to its clients. The TriNet … Continue reading →

Smart, a United Kingdom and global recordkeeper, has announced it will make its recordkeeping solution available for pooled employer plans (PEPs) in the U.S. next year. As you know,  the Setting Every Community Up for Retirement Enhancement (SECURE) Act will … Continue reading →

I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. director. I know because I’ve been there and done that. I write articles, I blog, and I started … Continue reading →

As a retirement plan provider, you meet a potential client and you just do so well in the meeting that you think there should be no way that you’re going to lose this prospect. Yet you get the call that … Continue reading →

Since I’m a big fan of business and human interactions, I’d love to throw out another management principle I’ve thought about based on my work experience working as an employee for both third-party administration firms (TPAs) and law firms. I’ve … Continue reading →

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day to day running of a business doesn’t … Continue reading →

While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my feelings about the law are as simple as: “the rules are the rules are the rules.” Maybe it’s … Continue reading →

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

As a child, you’re usually told by your parents that they just want to hear the truth and that telling the truth is going to carry a far less punishment than if you lie and try to hide whatever bad … Continue reading →

I had a contractor work on my house for a couple of projects. Frank installed a new front door, installed a garage, re-did the sheetrocking of a few rooms, and installed a new kitchen. We thought he was dependable and … Continue reading →