Category Archives: Retirement Plans

You know it’s all about New Year’s Resolutions when Target gets rid of the Christmas items and starts offering organization and cleaning supplies. The beginning of the year is about self-care and taking care of things that you either promised … Continue reading →

When I was at law school, I lived in a graduate dorm room and the walls were paper thin. So my next door neighbor was playing a movie really loudly at a late hour of the night while I was … Continue reading →

I have been involved with the multiple employer plan (MEP) business for about 14 years now ever since I worked for a third party administrator (TPA) and one of our clients, the main office of a well known national charity … Continue reading →

Every week on 401(k) Help Center, I see an article about some retirement plan provider being bought out by another. The consolidation in the retirement plan business has been an ongoing theme ever since fee disclosure regulations were implemented in … Continue reading →

The Department of Labor (DOL) has been accepting comments regarding its proposed rule on multiple employer plans (MEPs) which they issued after President Trump directed them to under an executive order. The comments are consistent with my thoughts that the … Continue reading →

Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using investments in the 401(k) plan to enrich themselves. The lawsuit alleged that Edward Jones loaded its 401(k)plan with certain investment options in order to further … Continue reading →

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

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

My latest newsletter can be found here.

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