Author Archives: admin

Millennium Trust announced that they will add an optional auto-portability function to its automatic rollover IRA solution. They expect this add-on feature to be ready for client testing later this quarter and available in 2024 at no additional cost. The … Continue reading →

A California environmental consultant is being sued by the Department if Labor for failing to manage or administer their profit-sharing plan since the late 1990s or early 2000s, effectively barring distribution of participants’ retirement assets. The complaint, Su v. Environmental … Continue reading →

I have been an advocate for mandatory IRA programs for employers that don’t offer them because I believe when push comes to shove, employers would rather have their own plan than be forced into a state-mandated program. A recent Pew … Continue reading →

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

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

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high earners more opportunities to save, especially because of the increased catch-up contributions in their 60s. Thanks, Captain Obvious. Of course, high earners will … Continue reading →

I once said that I thought I lived in a great community until I joined the Facebook community newsgroups. You just can’t imagine what people think. The same can be said about some of these polls of plan participants, which … Continue reading →

FuturePlan by Ascensus, and Voya Financial are introducing a new Employer Aggregated Plan, called FuturePlan EAP. This solution which is an aggregated plan, instead of a Pooled Employer Plan will offer employers the ability to ease administrative burdens and limit … Continue reading →