Author Archives: admin

There is a strike against technology savvy TPAs

I have been working as an ERISA attorney since 1998. While the laws, regulations, and technology have changed, the government random audit has not. Sure, we can fax and email the agent with information and the audition-site visits are less … Continue reading →

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Bed Bath and Beyond employees get that dreaded market value adjustment

Stable value funds provide great returns, much better than money market accounts. There is a price to be paid for that. Stable value funds are guaranteed investment contracts and any termination may lead to a market value adjustment (MVA). An … Continue reading →

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Bed Bath and Beyond employees get that dreaded market value adjustment

Stable value funds provide great returns, much better than money market accounts. There is a price to be paid for that. Stable value funds are guaranteed investment contracts and any termination may lead to a market value adjustment (MVA). An … Continue reading →

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Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was just being passive-aggressive. I’ve grown up a bit and tell people when I’m mad at them. Just did … Continue reading →

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The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were going to be multiple employer plans (MEPs) that converted. There are many reasons why a MEP would like to convert to a PEP. The … Continue reading →

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Here with go again with the fiduciary rule

The White House Office of Management and Budget received a Department of Labor (DOL) proposed rule that would, once again, amend the definition of fiduciary under ERISA. It’s expected that the rule will expand coverage to more individuals involved in … Continue reading →

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Don’t let them trade off your name

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot of networking. Met some great people, but more, I met people that were a waste of time for one … Continue reading →

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The Issues With 401(k) Plan Provider Contracts

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

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Important Details About 401(k) Plan Providers That Employers Never Ask About

Check my latest article on JDSupra.com here

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Don’t let them trade off your name

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot of networking. Met some great people, but more, I met people that were a waste of time for one … Continue reading →

Posted in Retirement Plans | Leave a comment