How Washington will Impact your 401(k) in 2016
First of, a big thank you to Joan McDonagh from Empower for taking time to join me on the podcast! As an ERISA attorney and co-author of...
Three Not So Simple Words = 90% of 401(k) Litigation
In part two of my conversation with Jason Roberts, we explore how conflicts, compensation and reasonableness account for 90% of recent...
Monitoring Plan Investments, its Not Your Only Fiduciary Duty
Excellent episode with Jason Roberts, ERISA Attorney and Founder of the Pension Resource Institute and the Retirement Law Group. He...
Employee and Employer Goals Should Align in a 401(k) Plan
My conversation with Hugh O’Toole of the Viability Advisor Group got started with a bang, right out of the gate he said that his goal is...
Employer + ERISA Attorney = ???
If you ever wondered how you can strategically and cost effectively partner with an ERISA Attorney to improve and protect your retirement...
Retirement plan happenings in Not-For-Profit Healthcare
If you are in the Not-for-Profit Healthcare sector and sponsor a retirement plan, I have some great information for you! Had a broad and...
