Category Archives: Retirement Plans

When the local TV news does a report surrounding a snow storm, I always joke that they should recycle the reporting from supermarkets and hardware stores for barren shelves. It saves time and money. The same can be said about … Continue reading →

American Century Investments recently won a class-action lawsuit alleging that they profited from their company 401(k) plan at the expense of employees by loading the retirement plan with in-house mutual funds. The judge in the case stated the trial evidence … Continue reading →

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

My newsletter for retirement plan professionals can be found here.

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

The only bad thing about smartphones is when you have to shop for another one. So my wife and I went to the local Costco and the representative there who works for an unaffiliated cell phone service selling company approached … Continue reading →

When I first started drinking beer, I hated it. Then again, when it came to the quality of it, it wasn’t very good. Whether it was Coors Light or Bud or even the bitterness of Heineken, the beer I was … Continue reading →

When talking to a prospective client that deals with professional services or have deep pockets, it’s always worth a consideration on whether a cash balance is a good idea. When coupled with a safe harbor 401(k) and new comparability, cash … Continue reading →

My latest newsletter is available here.

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