Loss aversion sounds like a good thing — trying to avoid losing. What could be wrong with that?

Hey Joel - Should we consider life insurance in our retirement plan? - Beefin’ up my plan in Buffalo

Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or into your employer-sponsored retirement plan?

Hey Joel - My client wants to conduct an RFP for an ERISA attorney, what are important questions they should include? - Questioning the Expert

A FICA Alternative Plan allows qualifying governmental employers the ability to set-up a Social Security Alternative plan for their part-time, seasonal or temporary employees (PST). 

Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers to help them.

Hardship Withdrawals – The Internal Revenue Service Issues Proposed Regulation Reflecting Statutory Changes

Hey Joel - What are the risks for late 5500 filings? - Tardy in Tallahassee