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August 6, 2018

Hey Joel! – Is there regulatory guidance that would indicate whether forcing out terminated participants is favorable to keeping them in?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
August 6, 2018

Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed […]
July 24, 2018
Rental car on map

Does My Auto Policy Cover a Rental Vehicle?

Whether you are renting a car for business or pleasure, you are probably wondering “does my auto policy cover a rental vehicle? Or, do I need […]