Monthly Archives: February 2021

Only 20% of people aged 20 to 29 in the world believe they’ll achieve their full retirement income goals, according to the survey of residents of 15 countries conducted last year by the nonprofit Transamerica Center for Retirement Studies, Aegon … Continue reading →

What the Reddit group wallstreetbets did with Gamestop in a short squeeze was something quite amazing. I joined in for a couple of days with the purchase of AMC stock that I quickly dumped after only making a couple of … Continue reading →

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

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

I’ve written blog posts about the problems that I see when a plan provider I know gets purchased. From experience, any purchase comes along with a lot of change. The problem is most of the time, it’s not good. Some … Continue reading →

There are two types of ERISA attorney, those that work for a plan provider and those that don’t. Many ERISA attorneys haven’t had the luxury that I have, by having experience doing both. Being in my own practice, my allegiance … Continue reading →

One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. The only problem is that most trust companies have been ill-prepared to take on that task, in terms of contracts for PEPS. The other … Continue reading →

I have very strong opinions on the retirement plan business and that might be a reason I’m not asked to speak at many events, but it is, what it is. My opinions are shaped by my experiences and that includes … Continue reading →

The Internal Revenue Service (IRS) in their January 20, 2021 edition of Employee Plans News opined that pre-approved qualified retirement plan documents may be used to establish arrangements known as pooled employer plans or PEPs. The IRS stated that it’s creating a … Continue reading →

My newsletter for retirement plan professionals can be found here.