A collection of resources, thoughts and insights for employers who sponsor 401(k) plans

March 25, 2016

In part two of my conversation with Jason Roberts, we explore how conflicts, compensation and reasonableness account for 90% of recent 401(k) litigation.  To help employers with those three issues, this episode drills into selecting and monitoring 401(k) service provid...

March 24, 2016


Excellent episode with Jason Roberts, ERISA Attorney and Founder of the Pension Resource Institute and the Retirement Law Group.  He shares tremendous insights and valuable perspective to help employers understand the full scope of their fiduciary responsiblities, oth...

March 8, 2016

If you ever wondered how you can strategically and cost effectively partner with an ERISA Attorney to improve and protect your retirement plan, my conversation with Sherrie Boutwell, ERISA Attorney and partner at Boutwell Fay, a boutique ERISA law firm should be v...

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What Happens to Your 401(k) Investment Menu When the Tide Goes Out?

October 8, 2016

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