Financial Services & Wealth Management News

ERISA

March 4, 2019

Hey Joel! – My client wants to conduct an RFP for an ERISA attorney, what are important questions they should include?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, My client […]
November 5, 2018

Don’t Let Your Retirement Plan Turn from Benefit to Liability

A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion […]
November 5, 2018

Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
June 4, 2018

Hey Joel- Am I required to receive ongoing fiduciary training?

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 […]