Monthly Archives: July 2023

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

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

When it comes to oral or written communications, it’s important that you play to your audience. Any communication that is above or below the audience’s comprehension is going to be a missed opportunity to communicate your message. When it comes … Continue reading →

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelming. The paperwork includes plan documents, summary plan descriptions, amendments, valuations, trusts statements, and payroll. The fact is that as a … Continue reading →

OregonSaves was the first state-based auto-IRA program and has reached $200 million in assets after six years Launched in July 2017, OregonSaves started with the largest employers and now covers those with four or fewer employees. Oregon is the first … Continue reading →

OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consulting and wealth management firm in Armonk, New York, with $3.8 billion in assets under advisement. StoneStreet was founded by Robert A. Goldstein and is currently led by principal … Continue reading →

Nevada is the latest state to provide retirement plan coverage for private-sector employees through an Auto IRA program if their employer do not. The bill was signed by Gov. Joe Lombardo (R). The law requires all private sector employers with … Continue reading →

I don’t know if I will ever retire, I think retirement only quickens dementia. 25 percent of non-retired investors aged 55 to 65 are planning to retire later than they had expected, and another 15% don’t think they will ever … Continue reading →

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

Years ago, any volume submitter plan or non-standardized prototype plan would apply for its own determination letter from the Internal Revenue Service (IRS). Then one day, the IRS tried to cut back on their agent’s workload and said that line-by-line … Continue reading →