Monthly Archives: January 2024

Define small

Posted on January 9, 2024 by admin

I will reiterate that almost all small and medium-sized 401(k) plans are immune from 401(k) litigation by current or former participants because ERISA attorneys aren’t likely to make money. The problem is: what is small? For me, small is something … Continue reading →

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State mandated plans help the lower paid

Posted on January 9, 2024 by admin

My daughter works at the local pizzeria. I can’t imagine they would offer a retirement plan until New York requires them to do so when the state IRA program goes into effect. Again, I’m a big fan of the state … Continue reading →

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State plans push independent 401(k) plans

Posted on January 9, 2024 by admin

The reason I like state-mandated IRA programs for employers is because it increases retirement plan coverage and it nudges employers to offer plans of their own since they distrust the government. A recent study by Gusto shows that, concerning the … Continue reading →

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Provisions That Make Your 401(k) Plan A Bigger Employee Benefit

Posted on January 8, 2024 by admin

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

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The Crucial Mistakes To Avoid As A 401(k) Plan Provider

Posted on January 2, 2024 by admin

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

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“Quirky” 401(k) Plan Rules That You Need To Know

Posted on January 1, 2024 by admin

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

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