Category Archives: Retirement Plans

401(k) Plan Sponsors Maybe Cutting Their Nose To Spite Their Face

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

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Acosta resigns, so what?

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controversy of a plea deal he negotiated as a U.S. Attorney in Florida with Jeffrey Epstein back in 2008. I’m sure you’ve also seen many articles … Continue reading

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Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do is make sure they roll out their assets from your retirement plan. Sure it means that you might have … Continue reading

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Dear 401(k) Plan Sponsor, These Are Things You Might Not Be Aware Of

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

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Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do is make sure they roll out their assets from your retirement plan. Sure it means that you might have … Continue reading

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Watch your eligibility provision

Your plan’s eligibility provision is a big thing because it serves as a gatekeeper for which employees you want to cover based on your demographics, it’s like a velvet rope at the local club. The problem is that sometimes your … Continue reading

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Don’t let consolidation scare the life out of you

When I travel to a stadium or a game, I’m a beer snob and I will walk around to find a beer that isn’t Bud, Coors, or Miller, or even Blue Moon. I always like to use beer as an … Continue reading

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Introducing That HR Association

You’ve seen the logo for many of That 401(k) Conferences as a conference sponsor, but you don’t know much about That HR Association. That HR Association is a human resource benefit corporation with the idea of providing human resource management … Continue reading

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Can we do better with automatic rollover IRAs? Yes.

I call myself the “most dangerous ERISA attorney in America” because I’m not afraid to express my opinion. So I’m going to say something that will irk a few people. As the Department of Labor is concerned with missing participants … Continue reading

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Having A Payroll Provider As Your 401(k) TPA Is An Awful Idea

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

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