Category Archives: Retirement Plans

As I always said, change in the retirement plan business was going to spur consolidation especially after fee disclosures were implemented in 2012. Ascensus has taken advantage of this change by making many purchases. They recently purchased Kravitz and now … Continue reading →

My newsletter geared towards retirement plan professional can be found here.

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

The fact is that sometimes, bad things happen to good people.  That can be said about retirement plans and the good plan sponsors and providers who do their job. No matter how great a job you do, the threat of … Continue reading →

President Obama’s myRA program was put out to pasture by the Trump administration because of high government cost and low participation. The program was a laudable one it was a program for employees who didn’t have access to a retirement … Continue reading →

My latest article for JDSupra can be found here.

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wrestling (WCW) guru Eric Bischoff would have business advice for retirement plan providers, but based on something he did in the past, I think he does. … Continue reading →

When I first started working as an ERISA attorney in September 1998, I was pleasantly surprised when my boss Harvey Berman gave me a $300 bonus that December for the Holidays. That was the last bonus I ever got as … Continue reading →

As an ERISA attorney for almost 19 years, I have seen a lot of strange things that plan sponsors have done to risk the ire of the Internal Revenue Service (IRS) and the Department of Labor (DOL). Many of these … Continue reading →

Retirement plan providers need to look at their fees and determine what work they are doing for their retirement plan clients because like me, they may try to break down their plan expenses into a day rate and try to … Continue reading →