Category Archives: Retirement Plans

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be restated to comply with current law. While it’s a great thing for ERISA attorneys and third-party administrators, it’s not so great for plan sponsors … Continue reading →

My newsletter for retirement plan providers can be found here.

My latest JDSupra.com article can be found here.

Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really know what’s allowed and what’s not. A multiple employer plan is a plan where unrelated employers adopt a plan and it should be treated … Continue reading →

There are a lot of industry-wide 401(k) conferences that are great in the ideas of getting people together, but not so great in helping 401(k) advisors out and by nearly bankrupting those who want to sponsor the event and speak. … Continue reading →

My latest newsletter can be found here.

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

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

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

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