Monthly Archives: December 2016

Dear Plan Sponsors, it’s about Reasonableness

Thanks to fee disclosure regulation and litigation against plan sponsors, plan sponsors are focusing on the costs of administering their plan. That’s great, but there’s a problem because of the focus. A study recently shows that mot plan sponsors see … Continue reading

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The downside of social media

Social media is an amazing thing except when it isn’t. It’s a great way to share information about your business, start relationships, and expand your network. I remarked to the current Dean of my old law school that despite the … Continue reading

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Plan Design Features That Crimp Retirement Savings

The Government Accounting Office (GAO) took a look at 80 401(k) plans and concentrated on the features that they believe limit an employee’s ability to save. While the Internal Revenue Code and ERISA currently allow all of these features, so … Continue reading

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Bundled providers going unbundled makes sense

Someone I know in the industry advised me again how a low cost index fund company was all of a sudden joining together with a well known third party administrator (TPA) in going after smaller plans because their bundled provider … Continue reading

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Why A Plan Sponsor Should Get A Plan Review

My latest JDSupra.com article can be found here.

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Advisors Advantage

My newsletter for retirement plan professionals can be found here.

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A “Crystal Ball” On Life After The New ERISA Fiduciary Rule

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

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