Monthly Archives: September 2023

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launched by The Platinum 401k, Inc., a Florida based third party administration firm and ERISA 3(16) Plan Administrator. Voya Financial, Inc. will serve as … Continue reading →

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

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

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism of the seller’s counsel. It soured on my closings and the real estate agent, who said nothing when she referred that attorney, to … Continue reading →

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launched by The Platinum 401k, Inc., a Florida based third party administration firm and ERISA 3(16) Plan Administrator. Voya Financial, Inc. will serve as … Continue reading →

Thanks to politics, I have advised plan sponsors not to pursue ESG investments for their plan as the rule is dependent on who is in the White House. According to a PIMCO survey, more than 70% of retirement plan consultants … Continue reading →

Cash isn’t king anymore, matching contributions are. Workers value 401(k) matching contributions more than cash, so much so that a dollar in 401(k) contributions is twice as effective at luring employees as a dollar in wages, according to a National … Continue reading →