Monthly Archives: September 2023

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

With January 1st coming down the pike, many in the retirement plan industry have issued a sigh of relief. The Internal Revenue Service (IRS) has now announced an administrative transition period for the new catch-up contribution requirements under the SECURE … Continue reading →

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, half empty then half full. I think having my practice has made me more of an optimist. A Fidelity … Continue reading →

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by pay is far more important than the opinion that is greased by greed. I had lunch with my local neighborhood third-party administrator … Continue reading →

When I started my own National ERISA/ retirement plan law practice more than 13 years ago, it wasn’t easy. It still isn’t easy, but I could no longer see myself working for people who were either too arrogant or too … Continue reading →

October is the usual month that the Internal Revenue Service to come down from the mountain and announce the 2024 retirement plan limits, but we can guess. The 402(g) salary deferral limit might rise by $500 or 2.2%, according to … Continue reading →

No one who claimed to make me rich ever did. No person who had thousands of potential clients for a PEP really scored more than 1% of what they thought they could get. The road to hell is paved with … Continue reading →

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

With January 1st coming down the pike, many in the retirement plan industry have issued a sigh of relief. The Internal Revenue Service (IRS) has now announced an administrative transition period for the new catch-up contribution requirements under the SECURE … Continue reading →

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transformation unifies Millennium Trust and its portfolio of technology-enabled solutions, including PayFlex, under a single brand. The brand change will officially launch in early 2024. Created in 2000, … Continue reading →