401(k) Plan Loans - Thoughts for Employers
This was a fun episode as Todd Cowman from the Principal Financial Group and I explored the polarizing and sometimes confusing topic of...
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...
401(k) Audits, Exploring Truths and Myths
In my conversation with John Russon, Partner at Pension Assurance I learned several things that could benefit employers as they think...
The DOL and your 401(k) Plan
One of the proverbial retirement boogiemen that many employers are concerned about is the Department of Labor (DOL). For many employers,...
