Monthly Archives: January 2016

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 →

My latest JDSupra.com article can be found here.

Add Great West under their Empower Retirement brand name as the latest bundled provider being sued. Great West is being sued for revenue sharing fees from mutual funds as part of their program. Great West is being sued by a … Continue reading →

As I have stated before, I am loath to hire employees because I was an employee once too. That pretty much means that I never met an employee whoever thought they were overpaid. For that matter, I never met an … Continue reading →

My latest JDSupra.com article can be found here.

The Anthem class action lawsuit concerning the use of Vanguard index funds has caused a hullabaloo in the industry. IT even got a writer to pen an article suggested that the lawsuit may trigger a return to the use of … Continue reading →

Yes, I will admit it: I love soap operas. My favorite show of all-time is Dallas and when I was a senior in high school and I was at home around 12:30 pm, I watched in succession: Young and The … Continue reading →

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.