Monthly Archives: April 2023

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

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one of them actually didn’t have kids at the school anymore. That was odd, but what was even worse is they did nothing with … Continue reading →

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high earners more opportunities to save, especially because of the increased catch-up contributions in their 60s. Thanks, Captain Obvious. Of course, high earners will … Continue reading →

I once said that I thought I lived in a great community until I joined the Facebook community newsgroups. You just can’t imagine what people think. The same can be said about some of these polls of plan participants, which … Continue reading →

FuturePlan by Ascensus, and Voya Financial are introducing a new Employer Aggregated Plan, called FuturePlan EAP. This solution which is an aggregated plan, instead of a Pooled Employer Plan will offer employers the ability to ease administrative burdens and limit … Continue reading →

A class action lawsuit brought by former SeaWorld employees that alleged participants in the SWBG LLC 401(k) plan were harmed will continue. The former employees’ arguments sustained the fiduciary breach of the duty of prudence allegations, count one, and the … Continue reading →

I’ve been long in this business to remember no participant websites, so I’m amazed by technological breakthroughs. Artificial Intelligence (AI) tools BenchMine is billed as the first-ever AI 401(k) comparative analysis tool that’s free and open to the public. Plan … Continue reading →

My latest post on JDSupra.com can be found here.

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