Monthly Archives: June 2024

When I was a kid in Hebrew day school, I enjoyed going to the synagogue services for kids, that were led by kids. Then my parents attended service too. It was to the point that my father met a bunch … Continue reading →

The Federation of Americans for Consumer Choice (FACC) has filed a second lawsuit against the Department of Labor (DOL), in an effort to stop the new fiduciary rule. The FACC, along with other independent insurance agents, filed for a preliminary … Continue reading →

Blue Ridge Associates (“Blue Ridge”), a third party administrator (TPA) for ESOP and qualified retirement plan benefits, announced that they have acquired Tax Sheltered Compensation, Inc. (“TSC”). TSC is a TPA, serving 3,100 plans covering over 152,000 participants across the … Continue reading →

When it comes to business, I say that I’m not competing with any other ERISA attorney out there, I’m competing against myself. I will say that the biggest obstacle to getting business has been my opinion. Being frank and espousing … Continue reading →

There are a lot of great 401(k) services out there that I haven’t used, so touting them isn’t going to be a big thing for me. I will tout the folks at PEP-HUB (PEP-HUB.com). I came across Robb Smith and … Continue reading →

For 14 years now, I have had an ERISA practice of my own and my favorite part of the job is meeting people across the retirement plan industry. Part of my practice is helping advisors and third-party administrators (TPAs) with … Continue reading →

I had a running joke about places I’d work where I felt the only way they’d tell you that the business closed was by letting you know after the doors closed. We were the last to know anything. With the … Continue reading →

You work for a company, you want benefits. When I worked for others, what I wanted was a retirement plan. So it comes as no shock that people want any type of retirement coverage, even if it is state-run, according … Continue reading →

They have been around for a long time and while I. think they can be beneficial, managed 401(k) accounts could certainly use a rebrand. A recent PlanAdviser article asked if there should be a rebrand for this service and I … Continue reading →