Category Archives: Retirement Plans

When you start fixing up the house and replacing appliances or items like the front door or the roof you realize that the replacements are more energy efficient. Replacing that old refrigerator or that washing machine can lead to some … Continue reading →

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field for over 24 years and that is all I have done since I first started working after getting my tax LLM … Continue reading →

An advisor called me up and asked whether it was appropriate if an auditor charged an asset-based fee for the audit. I didn’t say no, but I question the reasonableness as to why an auditor would charge more for an … Continue reading →

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

My latest newsletter for retirement plan providers can be found here.

When it comes to being a retirement plan provider, you should understand that it’s a relationship-driven business and your employees can be a positive outlet for that. One way for them to be a positive outlet is for you to … Continue reading →

When you look at the problems of retirement plans, one that gets short shrift is coverage and that is one of the pillars of qualified plans needed to be fulfilled in order to be a qualified plan. It’s a forgotten … Continue reading →

May fortune favor the bold. I have to say something nice because I wouldn’t attempt a Bitcoin offering with the Department of Labor (DOL) against it. Bitwage announced a partnership with ForUsAll to offer a one-stop shop for cryptocurrency 401(k) … Continue reading →

Standard Insurance Company and Securian Financial Group, Inc. announced that The Standard will acquire Securian Financial’s retirement recordkeeping business, with a closing set for this year. The transaction, excludes Securian pension risk transfer and institutional retirement businesses.

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