Category Archives: Retirement Plans

Headlines are great, but you need to read the entire article to get the full picture. There is a new class-action lawsuit that is pitting participants in the Anthem Inc. 401(k) plan, with more than $5 billion in assets, against … Continue reading →

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

My latest JDSupra.com article can be found here.

Sometimes if you don’t want to be a target, don’t make yourself to be a target. Insperity Inc. a provider of outsourced human resource and business management services to small and midsized businesses has been sued by participants in a … Continue reading →

My latest newsletter can be found here.

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

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading →

My latest JDSupra.com article can be found here.

I once referred work to an accountant for a retirement plan audit. He did a terrible job and there were issues regarding his ability to do the work. Making a lousy referral is even worse than doing poor work of … Continue reading →

My latest JDSupra.com article can be found here.