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

May 28, 2016

 

 

This was a fun episode as Todd Cowman from the Principal Financial Group and I explored the polarizing and sometimes confusing topic of participant loans in 401(k) or other corporate retirement plans.  This is an important topic for employers to understand, and based...

March 30, 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 The 401(k) Answer Book she brought a lot of fire power to the table!  Click here to listen to this episode! 

 

DOL Proposed Fiducia...

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...

February 13, 2016

One of the proverbial retirement boogiemen that many employers are concerned about is the Department of Labor (DOL).  For many employers, their fear is driven largely by the unknown or lack of familiarity with the DOL and their practices, motivations, etc.  In my ...

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

October 8, 2016

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