Author Archives: admin

Congressional Democrats have reintroduced bills in the Senate and House \o require spousal consent for 401(k) distributions. The reason for a change is that since 401(k) plans are quite often a couple’s largest financial asset next to their house, spousal … Continue reading →

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropped the case to 2 defendants. Plaintiff Bryan Spence dropped two defendants to the lawsuit that was initially filed against American Airlines, the employee benefits … Continue reading →

73% of 401(k) savers would like personalized investment advice for their retirement savings, according to annual survey from Charles Schwab Corp.. Among the 401(k) plan participants surveyed by Schwab, almost half (49%) said they were very confident in investment decisions … Continue reading →

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 →

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 →