Financial Services & Wealth Management News
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 […]
October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

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 […]
September 10, 2018

Hey Joel! – I volunteer on the Board of Directors, so I don’t have liability, right?

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

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 […]
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 […]