ERISA and Retirement Plan Info
Legal Blogs
Retirement Plan Blogs
-
Recent Posts
Recent Comments
- John O'Reilly on You Might Be Gold, But They May Not See It
- Dale F. Smith on “Experienced” Plan Provider can mean a lot of things
- Steve on Make a sure a plan provider change is for the right reason and not to make someone $$$$$
- Dale F. Smith on Yale Law Professor scares 6K Plan Sponsors and everyone missed the point
- Sherry Gensemer on The High Fee Open MEP becomes a High Fee MEAP
Archives
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
JDSupra
Categories
Monthly Archives: April 2019
New Jersey creates Required State Run Auto-IRA Plan
As Congress and the Department of Labor (DOL) still keep the status of open multiple employer plans in legal limbo, individual states are still going ahead with state-run programs. New Jersey has become the sixth state to pass legislation requiring … Continue reading
Posted in Retirement Plans
Leave a comment
Less than a year to mandatory 403(b) Restatement
With May here, plan sponsors and plan provider may not be aware of an Internal Revenue Service (IRS) deadline that isn’t that far off. All organizations that sponsor 403(b) retirement plans must restate their plan documents by March 31, 2020, … Continue reading
Posted in Retirement Plans
Leave a comment
Vanderbilt forks over $14 million in 403(b) settlement
The plethora of class action lawsuits against colleges and universities over their 403(b) plans have brought a variety of settlements and wins by the defendant schools. Add Vanderbilt University to the universities that settled up and paid upon a lawsuit … Continue reading
Posted in Retirement Plans
Leave a comment
The Bonus Headache
Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the holidays after I started in September 1998 and never received one again. This article isn’t about my lack of bonuses, … Continue reading
Posted in Retirement Plans
Leave a comment
Focus that a 401(k) is a benefit
I think the one thing that 401(k) plan sponsors really forget is that the plan is an employee benefit. As with all benefits, it is a tool to recruit and retain employees. A great plan with great tools for participation … Continue reading
Posted in Retirement Plans
Leave a comment
Watch about how much you spend on conferences
I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a national conference, he told me that he warns smaller plan providers about how many conferences they attend. I agree because … Continue reading
Posted in Retirement Plans
Leave a comment
No big shock: happy clients don’t leave
Maybe it’s a simplistic approach when it comes to certain things, but I see things the way they are in very simplistic approaches. When it comes to employees working for a client, I always say that happy employees never leave. … Continue reading
Posted in Retirement Plans
Leave a comment
TD Ameritrade to sell retirement plan assets to Broadridge
There is further consolidation in the retirement plan business as TD Ameritrade is selling its retirement plan and custody assets to Broadridge Financial Solutions/ Matrix Financial Solutions≥ TD Ameritrade is not getting out of the business completely as they said … Continue reading
Posted in Retirement Plans
Leave a comment
IRS changes EPCRS program, expands self-correction program
After annoying many plan sponsors and plan providers by increasing user fees for their voluntary compliance program (VCP), the Internal Revenue Service (IRS) goes the other way by increasing the number of opportunities for plan sponsors to correct errors through … Continue reading
Posted in Retirement Plans
Leave a comment
The Rosenbaum Law Firm Review
My latest newsletter can be found here.
Posted in Retirement Plans
Leave a comment