Category Archives: Retirement Plans

CitiBank used to have a jingle in their ads in the 1980s that “Citi never sleeps, CitiBank”. While most of us are hunkered down thanks to this Coronavirus epidemic, it doesn’t mean that as the plan sponsor, you can just … Continue reading →

Over the years, I worked with many organizations starting back with student political organizations and the school paper at Stony Brook. This includes actual businesses, civic and religious organizations. Many of these businesses and organizations thought that advertising was the … Continue reading →

I was a volunteer and officer for an organization where I stated that the leadership (not including me) was stuck in 1986. What it meant was that this leadership couldn’t adjust to the current age when it came to recruiting … Continue reading →

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

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

My grandmother always said that life doesn’t go to plan. She said that years before her death and years before I decided to host a national conference. When you start planning a national conference 10 months in advance, you don’t … Continue reading →

The biggest change with the SECURE Act is that long term part-time employees will be eligible to partake n the deferral component of the plan. Employees who complete 500 hours of service or more for 3 consecutive years will be … Continue reading →

As I’ve said, plan provider mergers will continue and have sped up ever since fee disclosure regulations were implemented in 2012. Aon and Willis Towers Watson announced a plan to merge in a reported $30 billion all-stock transaction, resulting in … Continue reading →

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died of it at age 18 in 1918. This coronavirus isn’t as deadly as the Spanish Flu and we have the technology to limit the suffering … Continue reading →

CenturyLink successfully defended the class-action lawsuit filed against them. A federal judge granted CenturyLink’s motion for summary judgment, finding that they didn’t violate ERISA. The plaintiffs alleged CenturyLink breached its fiduciary duty under ERISA by poorly designing and failing to … Continue reading →