Category Archives: Retirement Plans

I would have this recurring nightmare when I was younger, when I would dream that I was back in school, didn’t attend class all semester, and the final for the class was that day. I later learned that this was … Continue reading →

Bank of America released its 2023 Financial Life Benefits Impact Report. The study showed that the average 401(k) account balance among men is 50% greater than women’s overall ($89,000 vs. $59,000). However, the gender gap is closing among younger generations. … Continue reading →

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. The suit was filed by Schlicther Bogard LLP, in August 2016. The lawsuit claimed that employees paid excessive recordkeeping fees in addition to selecting and imprudently retaining … Continue reading →

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

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

When it comes to oral or written communications, it’s important that you play to your audience. Any communication that is above or below the audience’s comprehension is going to be a missed opportunity to communicate your message. When it comes … Continue reading →

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelming. The paperwork includes plan documents, summary plan descriptions, amendments, valuations, trusts statements, and payroll. The fact is that as a … Continue reading →

OregonSaves was the first state-based auto-IRA program and has reached $200 million in assets after six years Launched in July 2017, OregonSaves started with the largest employers and now covers those with four or fewer employees. Oregon is the first … Continue reading →

OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consulting and wealth management firm in Armonk, New York, with $3.8 billion in assets under advisement. StoneStreet was founded by Robert A. Goldstein and is currently led by principal … Continue reading →

Nevada is the latest state to provide retirement plan coverage for private-sector employees through an Auto IRA program if their employer do not. The bill was signed by Gov. Joe Lombardo (R). The law requires all private sector employers with … Continue reading →